Providing guidance and expertise to bring confidence to a financial plan made just for you
Our team offers families sound advice to prepare for future retirement goals, dreams, and needs
Women empowering women through all life transitions
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Curo Private Wealth is an independent financial consulting and wealth management firm that helps clients preparing for or going through one of life's many transitions. We specialize in working with women going through a life transition (loss of a spouse, divorce and/or inheritance), as well as families preparing for a work-optional lifestyle (retirement). Our firm was founded, and is run daily, on our values: integrity, objectivity, growth, vigilance, excellence, and gratitude. We seek to offer the “best of both worlds”: an independent firm; combined with the technology, resources, and research of the largest independent broker/dealer in the country.
Our mission is to cultivate and nurture lifelong relationships to help our clients make smart and strategic decisions. We pride ourselves on bringing together the quantitative with the qualitative. By limiting the number of clients with whom we work, we can take the extra time and care to truly understand what drives, motivates, and concerns you. At the end of the day, you are left with a clear, personal, practical, and implementable plan.*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
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