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About
Curtis Campbell is a founding principal at Wealth Architects, LLC, based in Reno, Nevada. In this role, he oversees and coordinates the firm’s multi-disciplinary wealth management, including financial planning, investment strategies, retirement, tax, estate, and risk management services for high-net-worth individuals and families. Wealth Architects was purposefully structured to integrate legal, tax, and finance expertise, delivering comprehensive family office solutions.
Curtis’s investment focus centers on multi-asset wealth management, particularly in industries and asset classes related to retirement planning, estate preservation, and intergenerational wealth transition. He is closely involved in collaborating with tax and legal professionals to provide holistic guidance on investment portfolios, with an emphasis on aligning client assets with broader preservation and transition goals.
Before co-founding Wealth Architects in 2002, Curtis gained additional experience as Principal at Family Legacy Partners, LLC. He holds a degree from Brigham Young University and is noted for his commitment to client education and reputation for simplifying complex financial concepts. His distinguished career includes over two decades of advising affluent clients and families, contributing to the elevation of multidisciplinary wealth management practices in the region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wealth Architects, LLC | Principal | Feb 1997 to Present | Curtis oversees and coordinates the multi-disciplinary wealth consulting team to meet the wealth creation, management, preservation and transition goals of Wealth Architects’ clients. He is the chief... |
| Family Legacy Partners, LLC | Principal | Feb 2004 to Present | Curtis helps families and individuals avoid the “shirt sleeves to shirt sleeves in three generations” epidemic and all of its unintended negative outcomes. |
Education
Brigham Young University
1984 — 1989
Skills & Expertise
Others at Wealth Architects, LLC (5)
| Name | Role | Location |
|---|---|---|
| Chief Investment Officer | CA , United States | |
| Associate Portfolio Analyst | CA , United States | |
| Associate Portfolio Analyst | Mountain View, CA , United States | |
| Portfolio Analyst | Mountain View, CA , United States | |
| President and Chief Investment Officer | Sarasota, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Osborne Partners Capital Management, LLC | San Francisco, CA , United States | |
| Investment Analyst | Osborne Partners Capital Management, LLC | San Francisco, CA , United States |