About
Eads Wealth Management
At Eads Wealth Management, we don’t just manage portfolios—we engineer them for the long haul. Serving retirees and pre-retirees, we apply a high performance mindset to the complexities of wealth, helping you navigate life’s most important journey with the precision of a seasoned racing team.
We know that retirement isn’t a slow lane; it’s a transition that requires a fighting spirit and a strategic edge. Our clients face high-stakes hurdles—from inflation and taxation to rising healthcare costs. We treat these challenges as the technical obstacles they are, utilizing our deep experience to build a “hedge” that protects your income and outpaces uncertainty.
Our mission is to put you in the driver’s seat of a safe, secure, and high-velocity retirement. By minimizing unnecessary risk and focusing on strategic holistic planning, we guide you through the intricate landscape of wealth preservation. At Eads, we are committed to making the smart, split-second decisions and longterm tactical moves that ensure your financial future crosses the finish line exactly where you intended.
Eads Wealth Management
Meet The Team
Stan Eads
Founder & Financial Strategist
Stan Eads brings a unique, performance edge to the world of wealth management. With a career defined by precision and a fighting spirit, Stan has spent decades mastering the art of competition—both on the racetrack and in the financial landscape.
An award-winning race car driver for 30 years, Stan’s background in racing is more than just a passion; it is the blueprint for how he serves his clients. He understands that success requires meticulous engineering, split-second strategy, and an unwavering drive to reach the finish line. He carries this same intensity into his client relationships, fighting to get the best possible results for retirees and pre-retirees navigating complex financial journeys.
Prior to his 30+ years in the insurance and financial services industry, Stan spent 11 years at the Kennedy Space Center working for a NASA subcontractor. This experience ingrained in him a deep respect for technical accuracy and disciplined planning—traits that are essential when protecting a client’s long-term financial future.
Stan earned his BS degree in Business from Rollins College, and his Certificate in Financial Planning from Florida Tech. Today, he is driven by one goal: empowering his clients to navigate the intricate landscape of retirement with confidence, security, and a winning strategy.
Kellie Curry
Office Manager
Kellie Curry is the Office Manager at Eads Wealth Management, where she helps create a smooth and organized client experience.
With 42 years of experience in the medical field, she brings strong organizational skills, attention to detail, and a genuine passion for helping others. She oversees daily office operations, client communications, and administrative support.
Kellie holds an Associate of Science in Medical Laboratory Technology and a Bachelor of Science in Business Administration from Rollins College.
Outside of work, she enjoys spending time with her four dogs, gardening, biking, and playing pickleball.
Courtnie Curry, CPA
Eads Wealth Management
Courtnie Curry is a Certified Public Accountant who brings a strong foundation in accounting and financial analysis to Eads Wealth Management. She earned her Bachelor’s degree in Accounting from the University of Central Florida in 2018 and successfully passed the CPA exam in 2022.
Courtnie is committed to providing accurate, detail-oriented financial insight and supporting clients with clarity and professionalism. Her background in accounting enhances the firm’s ability to deliver comprehensive financial strategies, helping clients make informed decisions with confidence.
Learn More About
Our Financial Solutions
Income Planning
Through our retirement planning process, we will review your current income situation and show you your potential income in retirement. We’ll work with you to create a sustainable income that will last for your life. We’ll help you understand your social security options and maximize the benefits for your situation. If you have a pension, we will guide you through the options available and help you make the right choice. We’ll help prepare you for other considerations such as a premature death of a spouse, inflation or taxation.
Wealth Management
We will work with you to understand your risk tolerance while listening to you and understanding what your financial goals are. By being an Investment Advisor Representative that works through an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which means we can offer a universe of funds and equities to create cost-efficient and high-quality portfolios. At Eads Wealth Management, we invest your funds in an institutional-style investment strategy.
Tax Planning
Taxes are one of the single largest expenses we have, yet we spend so little time considering ways we can keep Uncle Sam out of our pockets. At Eads Wealth Management, we take an integrated approach to financial planning, one that includes tax minimization strategies, and we have the right professionals to help. Every financial move you make has tax implications, so having a comprehensive retirement plan with tax-smart investment strategies is vital. Remember, it’s not only what you make but what you keep!
Inflation Protection
Develop robust, forward-thinking strategies to proactively protect your hard-earned assets and maintain long-term purchasing power. By identifying the right financial vehicles, you can create a dedicated buffer against the eroding effects of inflation, ensuring your wealth and legacy remain fully intact for the next generation regardless of economic shifts.
Legacy & Estate Planning
We believe the fastest way to erode away your life’s work is to not have an estate plan in place. An estate plan shelters your assets and provides for your family in the event you are no longer around to provide for them yourself. By working collaboratively with estate planning attorneys, we can help maximize the amount that your loved ones will inherit, help control how the money is to be given, and minimize the taxes that are paid.
Retirement Savings Optimization
Increase you or your loved one’s future retirement income with a tax-efficient, capital leveraging strategy. By utilizing sophisticated financial structures that prioritize tax-deferred growth and strategic access to capital, you can maximize your distributions while minimizing Uncle Sam’s take. This approach ensures your retirement nest egg is not only protected from market volatility but is optimized to provide a sustainable, high-yield legacy for decades to come.
Tax-Free Retirement Income Planning
Support your retirement income plan with advanced accumulation and tax-free distribution strategies designed to sustain your lifestyle throughout retirement. By implementing financial vehicles that prioritize tax-advantaged growth, you can build a robust reservoir of capital that remains accessible when you need it most. This strategic approach allows you to draw down your assets efficiently, minimizing your tax liability and ensuring that more of your hard-earned wealth stays in your pocket for a truly secure and worry-free future.
Social Security Optimization
Gain a comprehensive understanding of the benefits you are entitled to and discover the specific strategies required to maximize your Social Security income in retirement. By carefully timing your claims and coordinating benefits with your overall portfolio, you can significantly increase your lifetime payouts. Our approach ensures you avoid common filing pitfalls, helping you secure the full inflation-adjusted transition you’ve earned through years of hard work.
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Our Educational Events
UPCOMING EVENTS
Events in June 2026
- There are no events scheduled during these dates.
Download Our Guides
Retirement & Inflation Guide
What To Know And How To Prepare
Inflation has been a top-of-mind concern for many investors, particularly retirees. Due to the pandemic, many business were forced to lower prices, halt production, and even close their doors, causing a gap between the supply and demand of goods and services. Because of this, we are currently experiencing the highest inflation rate in over 30 years! High inflation means lower dollar values, making it harder to keep up with the cost of living in retirement. We created our Retirement & Inflation guide to help you prepare for and defend your retirement savings against inflation.
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Contact Us
Our experience and expertise can help you customize a plan for retirement, make sure you have enough income to last you for the rest of your life, minimize unnecessary risks, and leave behind a legacy for your loved ones. If you would like to schedule a complimentary, no-obligation consultation or second opinion review, please contact us today.
Office Location:
346 S Washington Ave,
Titusville, FL 32796
Our Email:
Our Phone:
Our Fax:
(321) 304-5299
