Plan for Peace of Mind.
Make Work Optional.
Plan for Peace of Mind.
Make Work Optional.
Are you asking yourself:
If you’re on track to retire in the next five years?
Are you asking yourself:
If you’re on track to retire in the next five years?
Tailored Wealth Management & Tax-Efficient Strategies
for High-Net-Worth Investors
We specialize in providing personalized guidance, evidence-based investment management, and lifetime tax strategies that are woven into every financial decision for individuals with $2 million or more in tax-deferred savings.
If this sounds like you, JPC Wealth is here to help. No sales pitch. No product push. Just fee-only fiduciary guidance focused on retiring with confidence.
A Steady Hand in an Unsteady World
Retirement Planning
A clear plan to retire with confidence and peace of mind.
Lifetime Tax Planning
Structure your withdrawals and Roth conversions to minimize lifetime taxes.
Investment Management
Globally-diversified portfolios tailored to your plan.
Legacy & Estate Planning
Maximize what you leave behind.
A Steady Hand in an Unsteady World
Retirement Planning
A clear plan to retire with confidence and peace of mind.
Lifetime Tax Planning
Structure your withdrawals and Roth conversions to minimize lifetime taxes.
Investment Management
Globally-diversified portfolios tailored to your plan.
Legacy & Estate Planning
Maximize what you leave behind.
Rooted in Family.
Focused on You.
Founded in 1996 as Curran & Lewis Investment Management by Jim Curran, we began as an independent investment advisory firm dedicated to serving individuals and families. Over time, our work grew into comprehensive wealth management, guiding clients through every stage of their financial lives.
Today, Jim continues to serve long-time clients with the steady perspective that shaped our foundation, while his daughters, Domenica Stokes and Kerry Norton, carry the legacy forward. In 2025, we became JPC Wealth Management—a name honoring Jim (James Patrick Curran) and his grandchildren: June, Patrick, and Cooper.
From our Petaluma office, we proudly serve clients locally and virtually, providing personalized guidance that has been our hallmark for nearly 30 years.