Skip to content

About Us

Meet Your Advisor

Our Process
How We Help

Approaching or In Retirement

Approaching or In Retirement

Retirement shifts focus toward income, requiring coordinated financial decisions
Plan for the Future

Navigating a Liquidity Event

Navigating a Liquidity Event

Liquidity events introduce complex decisions around proceeds, taxes, and planning
Organize What’s Next

Legacy & Wealth Transfer

Legacy & Wealth Transfer

Wealth transfer decisions shape how assets are structured and passed forward
Define Your Legacy

A clearer financial picture often begins with a thoughtful discussion. Schedule a conversation to explore your next steps.

Book a Call
Articles & Insights
Contact

RightCapital

View your plan & progress

Altruist

Monitor Investments and Balances

Charles Schwab

Monitor Investments and Balances

About
- Meet Your Advisor
- Our Process
How We Help
Resources
- Articles & Insights
- News
Contact

About
- Meet Your Advisor
- Our Process
How We Help
Resources
- Articles & Insights
- News
Contact

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from CURRENTS Wealth Strategies.

First Name

Last Name

Email

480.980.5713
[email protected]

Facebook X-twitter Youtube Instagram Linkedin-in

Form ADV 2A
Form ADV 2B
Privacy Policy

Form ADV 2A
Form ADV 2B
Privacy Policy

There are no warranties implied. Currents Wealth Strategies (“CWS”) is a registered investment adviser located in Chandler, AZ. Currents Wealth Strategies may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Currents Wealth Strategies’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Currents Wealth Strategies’ web site on the Internet should not be construed by any consumer and/or prospective client as Currents Wealth Strategies’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Currents Wealth Strategies with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status

© Currents Wealth Strategies 2026 All Rights Reserved

powered by Illuminated Advisors

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from CURRENTS Wealth Strategies.

First Name

Last Name

Email

Thank you for joining our mailing list.

Stay current on what matters, with perspective on the decisions that shape your financial life.