Our Services

Strategies designed for stewardship, protection, and confidence.

At The Advocates Wealth Management, we believe that financial planning is not one-size-fits-all. Our services are designed to help you protect what matters most, plan wisely, and use your wealth with intention and impact.

Using money for good.

We create strategies that allow your financial resources to reflect your faith, support your family, and bless others.

Mitigating the fear of inflation.

Our portfolios and long-term plans are designed to account for rising costs, with the goal of preserving your ability to live generously and confidently for decades to come.

Aligning charitable giving with values, impact, and efficiency.

We help structure charitable strategies that reflect your beliefs, while seeking to maximize impact, and remain tax-efficient so your giving is both meaningful and sustainable.

Protecting the people and causes who mean the most.

Through disciplined investment management and risk-aware planning, we seek to safeguard your family, your lifestyle, and the organizations close to your heart.

Addressing concerns about running out of money.

We build comprehensive income and distribution strategies designed to provide clarity, sustainability, and financial confidence for the long term.

Making wise decisions as retirement nears.

From Social Security timing to portfolio allocation and withdrawal strategies, we guide you through each decision with clarity and discipline.

Remaining focused on tax efficiency.

We incorporate tax-aware strategies across investments, income planning, and charitable giving to help reduce unnecessary burdens and improve long-term outcomes.

Building a sustainable income plan.

We design structured withdrawal strategies aimed at providing dependable income while preserving long-term investment potential.

IN OUR CLIENTS’ WORDS

“Curtis has been a part of my life since I was a teenager, and over the decades he has proven to be far more than a financial advisor. He has been a trusted partner through some of the most important moments my family has faced.

My mother built the foundation of this relationship; quarterly visits where they’d spread everything out on the dining room table, reviewing goals, investments, and planning for the future. For two educators, that kind of disciplined planning was essential. When she passed in 2007, Curtis continued to manage my father’s accounts with the same care and commitment we’d come to count on.

Years later, it was Curtis who first noticed something had shifted with my dad – that his personality was presenting differently and that he shouldn’t be living alone. That call changed everything. With his support, we got my dad’s finances in order and moved him from Kansas City to Rochester, where he spent his last six months surrounded by the people who loved him most.

What began with my mother at the dining room table has now spanned three generations. Curtis is now helping my husband and me with our own planning, and the foundation of trust we’ve built over the years made it an easy decision.”

- Erin Wayne

The statement was provided on 4/10/26 by Erin Wayne, who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

It’s not about more money. It’s about more meaning.

If you feel there is more to life than simply accumulating wealth, we would love to get to know your story.

Get Started Now