Sign in

You're signed outSign in or to get full access.

Curtis Campbell

Curtis Campbell

Principal at Wealth Architects, LLC

Reno, NV , United States

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

OrganizationRoleDate RangeDetails
Wealth Architects, LLCPrincipalFeb 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, LLCPrincipalFeb 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

Wealth Management
Management
Small Business
Estate Planning
Strategic Financial Planning
Project Planning
Wealth
Finance
Consulting
Investment Advisory
Trusts
Strategic Planning
Wealth Management Services
Philanthropy
Retirement Planning
Leadership Development

Others at Wealth Architects, LLC (5)

NameRoleLocation
Mark Gordon
Mark Gordon
Chief Investment OfficerCA , United States
Justin Mazzon
Justin Mazzon
Associate Portfolio AnalystCA , United States
Samuel Mitsui-Reyes
Samuel Mitsui-Reyes
Associate Portfolio AnalystMountain View, CA , United States
Vivian Tang
Vivian Tang
Portfolio AnalystMountain View, CA , United States
Wendy Jankoski
Wendy Jankoski
President and Chief Investment OfficerSarasota, FL , United States

Similar Fund Managers

NameRoleFundLocation
Charles Else
Charles Else
PrincipalOsborne Partners Capital Management, LLCSan Francisco, CA , United States
Jason Rodnick
Jason Rodnick
Investment AnalystOsborne Partners Capital Management, LLCSan Francisco, CA , United States