Meet Curtiss LaCross
Curtiss LaCross
CRPC®, C(k)P®, CPFA
Curtiss LaCross is a seasoned Financial Advisor and Senior Vice President.
With over two decades of experience in wealth management, Curtiss LaCross is a seasoned Financial Advisor and Senior Vice President who brings a deep, strategic understanding of multi-generational financial planning. Known for his client-first mindset and commitment to excellence, Curtiss works closely with high-net-worth individuals, families, and business owners to help them define, pursue, and achieve their financial goals, often exceeding their expectations.
Curtiss’ Experience
Curtiss’s professional journey is built on a foundation of trust, integrity, and long-term relationships. Since transitioning his practice to RBC Wealth Management in 2015, after a successful tenure at Merrill Lynch, Curtiss LaCross has continued to deliver personalized, goal-based strategies that support the complete picture of his clients’ financial lives. He takes pride in helping clients navigate all stages of their financial journey, from wealth accumulation to legacy creation, while aligning their financial strategies with their broader values and life priorities.
As a Senior Vice President, Curtiss LaCross oversees and manages complex investment portfolios tailored to meet each client’s unique objectives. His approach goes far beyond standard portfolio management. He specializes in legacy planning, tax-efficient strategies, and charitable giving, with a strong focus on helping clients transfer wealth effectively and responsibly across generations. His expertise helps clients protect what they’ve built, provide for future generations, and support the causes that matter most to them.
Curtiss LaCross believes that successful wealth management is not just about financial returns, it’s about helping clients use their wealth as a tool to build the life they envision. That means being deeply involved in the planning process, asking thoughtful questions, and understanding what truly matters to each client. Whether it’s funding a child’s education, planning for a meaningful retirement, giving back to the community, or ensuring a smooth transition of family wealth, Curtiss is there every step of the way to provide clarity and confidence.
Recognized as a top performer in the industry, Curtiss LaCross has earned President’s Council status at RBC Wealth Management, an honor reserved for the firm’s top advisors nationwide. He has also been recognized by industry-leading platforms such as the National Association of Plan Advisors (NAPA) for his team’s excellence in serving retirement plan clients, with inclusion in the NAPA Top DC Advisor Teams in both 2024 and 2025.
In addition to his one-on-one advisory work,
Curtiss is listed in several respected financial directories and publications. His insights have been featured in professional forums such as 401kTV and TRAU (The Retirement Advisor University), where he contributes thought leadership to help others navigate the evolving financial landscape.
Curtiss takes his clients’ success personally.
He works tirelessly to help them not only grow and protect their wealth but also use it in ways that bring meaning to their lives and those around them. His mission is straightforward: to deliver intelligent, personalized financial strategies with purpose, precision, and a long-term vision.
