NetWorth Financial Services is a financial planning firm formed by the merger of two firms based in Johns Creek, GA. Steve Clark founded NWFS in 2001 and as he described it, “his life became much more interesting” in 2007 when he suffered a terrible accident leaving him paralyzed. Amazingly and through strong will and determination, Steve continued to provide a “client-centered approach” to financial planning for his clients. In 2015 Steve was introduced to Johns Creek Wealth Management and founder Reagan Curl. They realized their skills sets and passion for serving investors were similar and developed a strategic alliance to collaborate for the benefit of their clients. Unfortunately, Steve lost his fight with complications associated with his condition on July 1st, 2016. Reagan is honored to continue in the legacy of Steve as a valued and trusted advisor for both the clients of NetWorth Financial Services and Johns Creek Wealth Management. Johns Creek Wealth Management has merged with NetWorth Financial Services, and going forward we will be doing business only as NetWorth Financial Services.
About NetWorth Financial Services, LLC
Johns Creek Wealth Management was founded by Reagan Curl, CPRC & CMFC, in April of 2010. He elected to establish an independent firm, believing this would be the most appropriate platform to offer services and options that allowed him to focus on the clients’ needs first. Reagan states that “we are not affiliated with an insurance company, a Wall Street wire house or a bank; we are truly independent and report to our clients first.” He says, “I realized that there was a need for unbiased consultation for investors who seek personal guidance without the product-push our industry has been known for” Reagan relates. “Additionally, many investors seek more than just investment management but more importantly how this relates to their goals and what risks must be addressed to provide them with a clearer path towards those goals.”
In 2012, Bob Ostapower joined Johns Creek Wealth Management as a tax planning assistant to provide depth and experience to our clients. With nearly 30 years of accounting experience and having achieved the Certified Financial PlannerTM designation, his perspective has proven invaluable to the benefit of our clients.
We maintain a concentrated focus on service and not point of sale. We offer a no-obligation consultation to determine if our services are appropriate for perspective clients. We believe that it is critically important that a potential client benefit from our comprehensive in-depth approach and invite you to submit a request for an appointment. Prior to your appointment, you will receive a short questionnaire that will allow us to better understand your current situation and goals to help ensure that we make the best use of our time together in our initial consultation.
Whether you are seeking comprehensive in-depth financial planning, tax planning or tax preparation, please understand that we will need to gather and understand your entire financial situation.
Our Timeline
NetWorth Financial Services is devoted to providing comprehensive wealth management to individuals and families because their purpose is to make a meaningful difference in the lives of those they serve.
2001
The firm formed by the merger of two firms based in Johns Creek, GA. Steve Clark founded NWFS in 2001 and as he described it, “his life became much more interesting” in 2007 when he suffered a terrible accident leaving him paralyzed. Amazingly and through strong will and determination, Steve continued to provide a “client centered approach” to wealth management for his clients.
Johns Creek Wealth Management was founded by Reagan Curl, CPRC & CMFC, in April of 2010. He elected to establish an independent firm, believing this would be the most appropriate platform to offer services and options that allowed him to focus on the clients’ needs first.
2010
2012
In 2012, Bob Ostapower joined Johns Creek Wealth Management as a Tax Planning Consultant to provide depth and experience to our clients. With nearly 30 years of accounting experience and having achieved the Certified Financial Planner™ designation, his perspective has proven invaluable to the benefit of our clients.
In 2015, Steve was introduced to Johns Creek Wealth Management and founder Reagan Curl. They realized their skills sets and passion for serving investors were similar and developed a strategic alliance to collaborate for the benefit of their clients
2015
2016
Unfortunately, Steve lost his fight with complications associated with his condition on July 1st, 2016. Reagan is honored to continue in the legacy of Steve as a valued and trusted advisor for both the clients of NetWorth Financial Services and Johns Creek Wealth Management. Johns Creek Wealth Management has merged with NetWorth Financial Services and going forward we will be doing business only as NetWorth Financial Services.
Today, Networth Financial Services thoroughly enjoys creating success for their clients through The Wealth Empowerment Program.
2024
”We are not affiliated with an insurance company, a Wall Street wire house or a bank; we are truly independent and report to our clients first. I realized that there was a need for unbiased consultation for investors who seek personal guidance without the product-push our industry has been known for. Additionally, many investors seek more than just investment management but more importantly how this relates to their goals and what risks must be addressed to provide them with a clearer path towards those goals”
— Reagan Curl
Services From:
NetWorth Financial Services
Getting Started:
How the Process Works
Getting started is easy with Phase I—discovery. We start by uncovering your most heart-felt goals and desires for yourself and your family, followed by Phase II the creation of a customized strategy just for you. From there we meet and refine your strategy, then move forward to implement. Throughout the year we monitor & adjust, meeting annually to formally review. In fact, the process of working together is circular and designed to last throughout your lifetime as your family goes through marriages, births, deaths and other life events that require a change of plan.
Explore the Many Aspects of NetWorth Financial Services
Contact Us:
Schedule a Complimentary Meeting
We would love to meet with you to discuss your financial situation and your retirement. We invite you to contact us, give us a call at (678) 319-0111 or fill out this form and we will reach out to you as soon as possible. We look forward to meeting you.
