Reston, Virginia – September 6, 2016 – Anne Triana with Curo Private Wealth has been selected as a “Five Star Wealth Manager” in the Washington DC Area by Five Star Wealth Professionals. She will appear in the October issue of Washington Post Magazine, a popular monthly magazine distributed in the Washington DC area. This award recognized Anne in the list of top financial wealth managers in the area. This will be the second time winning the award for Anne.
For Anne McCabe Triana, President and CEO of Curo Private Wealth, this selection reinforces her priority: to continue to serve her clients with pure passion, integrity and excellence. "Once again, it is a privilege to be part of this prestigious list of award-winning wealth managers. At Curo Private Wealth we are dedicated to offering the best service and expertise to our clients; we are humbled by their support and trust."
The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology, which incorporates input from peers and firm leaders along with client retention rates, industry experience, and a thorough regulatory history review. "Based on our evaluation, the wealth managers we recognize are committed to pursuing professional excellence and have a deep knowledge of their industry. They strive to provide exemplary care to the people they serve," Jim Olson, CEO, Five Star Professional.
Established in 2014, Curo Private Wealth is a thriving financial services and wealth management firm located in Reston, Virginia, with clients all over the country. It offers the “best of both worlds”: an independent firm with no conflicts of interest; combined with the technology, resources, and research of LPL Financial, the #1 independent broker/dealer* in the country.
*As reported by Financial Planning magazine, June 1996-2016, based on total revenue.
About Curo Private Wealth
Our mission is to help our clients make smart and strategic financial services 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.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC