Behrend Wealth Management

07/09/2025

OBBBA is going to affect each client differently and I am excited to work with each of my clients to discover how to best take advantage of this new law. Until then, here is a quick breakdown of the OBBBA.

LPL Research highlights six key takeaways from the recent One Big Beautiful Bill Act.

07/02/2025

Office Manager Opportunity – Part-Time (School Hours and Summers Off!)

Behrend Wealth Management, a financial planning and investment firm, is looking for another Office Manager to join our team! We have a part-time position available (approximately 15–20 hours per week), and we’re excited to offer a school-year-only schedule as an option—perfect for parents or anyone who wants summers off.

As an Office Manager, you will be responsible for:

Managing new business for insurance and investment solutions

Preparing cases and processing applications

Monitoring pending business and conducting necessary client outreach

Handling service requests for existing client contracts and accounts

Coordinating marketing efforts and client events

Managing social media presence and assisting with client communications

Supporting general team operations

We are proud to offer a family-friendly work environment.

We’re looking for someone who is professional, friendly, and detail-oriented with excellent client service skills. The ideal candidate is self-motivated, dependable, organized, and a strong team player.

Office experience is a plus but not required. Starting compensation is based on experience and skill level.

Interested? Please send your resume to [email protected].
We look forward to hearing from you!

06/24/2025

Who doesn't love some great tips on how to save money on a vacation!?

Here are some tips for cutting costs on your nextfamily vacation.

06/18/2025

Check it out!

LPL Financial explains why long-term investing works: historical data shows patient investors are rewarded, even during global uncertainty.

04/18/2025

We hosted our first client appreciation event of the year last night and fun was had by all! We're looking forward to the next one!

Thanks to Neff Valley Creations for joining us!

03/20/2025

Today’s news moves so quickly, but as you can see, stock prices have intra-year drawdowns every year. So, while 2025 might feel extraordinary, history shows it’s pretty much par for the course.

03/19/2025

Thanks to all our amazing clients, we have been nominated for the Best of Midwest 2025 in the category of Best Customer Service. We strive to go above and beyond every day and are honored to have received this nomination!

You can vote for us from March 26th through April 19th by visiting

Know a company that deserves an award? Nominate and vote for your favorite local businesses in the Best of Midwest contest here.

10/16/2024

Welcome to Behrend Wealth Management page. My name is Curtis Behrend, and I reside in Maryville, MO with my wife, Pam, and our four children. Many of you might recognize me from my previous position as a Financial Consultant. Last October I took a big leap of faith and left my previous firm to form Behrend Wealth Management, LLC. While I still strive to provide personalized financial guidance to help my clients achieve their financial planning, investment, and insurance needs, I am now doing so with more options and services at my disposal! The last 11 months has been both exciting and stressful. However, now that we have settled in, we are now looking at getting our social media presence back up and running. We have some exciting plans in place so make sure to like and follow our page, so you don’t miss out.