About Curtiss LaCross
Curtiss LaCross is a Senior Vice President and Financial Advisor with over 20 years of experience in wealth management, specializing in legacy planning, tax optimization, and long-term financial growth. Based in Rio Rancho, New Mexico, Curtiss is a trusted advisor known for his strategic approach to managing wealth and helping clients achieve their financial goals. His career has been defined by a deep commitment to understanding his clients’ unique needs and creating customized financial strategies that align with their long-term aspirations.
Currently, Curtiss LaCross serves as a Senior Vice President at RBC Wealth Management, where he leads wealth management initiatives for high-net-worth individuals, families, and businesses. He manages complex portfolios, overseeing all aspects of financial planning, including retirement strategies, estate planning, asset management, and charitable giving. Under Curtiss’s leadership, his clients consistently achieve their financial objectives, often surpassing their expectations.
Curtiss’ Philosophy
CRPC®
C(k)P®
CPFA
Curtiss’s wealth management philosophy
is rooted in a holistic, client-centered approach. He believes that financial success is not just about generating wealth but about securing the broader goals of his clients’ lives. Whether it’s ensuring a smooth transfer of wealth to future generations, optimizing tax efficiency, or helping clients align their finances with their family’s values, Curtiss LaCross ensures that every strategy is tailored to meet both the financial and personal aspirations of his clients.
A cornerstone of Curtiss LaCross’s career
has been his dedication to creating multi-generational wealth. He works closely with clients to develop strategies that preserve family wealth and pass it on effectively, using advanced techniques in estate planning, tax management, and charitable giving. By taking a comprehensive approach, Curtiss LaCross ensures that his clients’ legacies are not only protected but also continue to make a positive impact across generations.
Throughout his career,
Curtiss has earned President’s Council status at RBC Wealth Management, an honor that places him among the firm’s top advisors. This recognition is a testament to his dedication to delivering exceptional service and achieving outstanding results for his clients. His ability to consistently exceed client expectations and his track record of success in the wealth management industry have earned him a reputation as one of the top financial advisors in the field.
Beyond his work as a financial advisor, Curtiss LaCross is an advocate for financial literacy and education. He actively participates in industry events and forums, sharing his expertise to help clients and the broader community make informed financial decisions. His passion for empowering others with the knowledge they need to take control of their financial futures is a driving force behind his work.
Curtiss LaCross holds a Bachelor’s degree in Business Administration and has continually expanded his expertise through certifications and ongoing professional development. His commitment to learning and adapting to the evolving financial landscape ensures that he remains at the forefront of wealth management practices.
Curtiss’s mission is simple: to help clients build and protect their wealth through personalized, tax-efficient strategies that lead to lasting financial security. He is passionate about guiding clients through every step of their financial journey, providing clarity, transparency, and peace of mind along the way. Whether you’re looking to secure your family’s financial future, plan for a comfortable retirement, or create a lasting legacy through charitable giving, Curtiss LaCross is dedicated to helping you achieve those goals.
Curtiss LaCross is always open to strategic conversations about your financial future. With his client-first mindset, dedication to excellence, and proven ability to deliver results, Curtiss is ready to partner with you to achieve your financial aspirations.