About James
James Curtis is a seasoned financial advisor at SKG Wealth Management with extensive experience in the financial services industry. Jim holds the Chartered Life Underwriter (CLU) designation from The American College of Financial Services, reflecting his specialized knowledge in life insurance, estate planning, and risk management. Jim's client-first philosophy aligns perfectly with SKG's independent model — he takes the time to understand each client's unique circumstances and builds personalized strategies that address both immediate needs and long-term goals. His areas of focus include retirement planning, Social Security optimization, insurance planning, and investment strategies for clients across Clearfield County and the surrounding region.
Areas of Expertise
Common Questions
How do I schedule a meeting with James?
Call SKG Wealth Management at 814-371-5277 or use our online contact form and select James Curtis as your preferred advisor. We offer both in-person meetings at our DuBois office and secure virtual consultations.
What is James' approach to financial planning?
James follows SKG's client-first approach: understanding your complete financial picture, building a comprehensive plan with prioritized recommendations, and providing ongoing support as your life evolves. As an independent advisor, James has no proprietary products to sell — every recommendation is based solely on your best interest.
Is there a minimum to work with James?
No. SKG Wealth Management does not impose a minimum asset requirement. We believe every client deserves quality financial advice, whether you are just starting out or managing significant wealth. Your initial consultation is always free.
