Curo Private Wealth is an independent financial services and wealth management firm that was founded, and is run daily, on our values: integrity, objectivity, growth, vigilance, excellence, and gratitude. We offer the “best of both worlds” : an independent firm; combined with the technology, resources, and research of the #1 independent broker/dealer* in the country.
Our mission is to help our clients make smart and strategic financial decisions so they can work toward their goals and fulfill their values. We pride ourselves on bringing together the quantitative with the qualitative. The numbers are important, and what drive financial success; but we take the extra time and care to truly understand what drives, motivates, and concerns our clients. At the end of the day, they are left with a clear, personal, and practical plan they can implement.
We invite you to experience a different approach to wealth management. Contact Us
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.
June Market Update 2018 from Curo Private Wealth on Vimeo.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indexes are unmanaged and cannot be invested into directly.
The economic forecasts set forth in the presentation may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Investing in stock includes numerous specific risks including: the fluctuation of dividend, loss of principal and potential illiquidity of the investment in a falling market.
Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal value.
Investing in foreign and emerging markets debt securities involves special additional risks. These risks include, but are not limited to, currency risk, geopolitical and regulatory risk, and risk associated with varying settlement standards.
Investing involves risk including loss of principal.
INDEX DESCRIPTIONS The Standard & Poor’s 500 Index is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The MSCI EAFE Index is a free float-adjusted market capitalization index that is designed to measure the equity market performance of developed markets, excluding the US & Canada.
The MSCI EM (Emerging Markets) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of the emerging market countries of the Americas, Europe, the Middle East, Africa and Asia.
We take a holistic view of your financial picture to develop a deeper understanding of what is required to achieve your goals. We link all your financial accounts for a complete and up-to-date view of your financial situation. Our analysis and recommendations are comprehensive and reflect current market conditions.