11710 Plaza America Drive
Bernard Wolfe & Associates Merges with Curo Private Wealth
Two locations, one cohesive team collaborating on your behalf
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
We strive to build long-lasting relationships with our clients, offering education and guidance.
We offer a full range of investment and financial services and have access to a wide array of solutions.
We believe financial advice can have a life-altering impact when it’s paired with intentionality, attentive service, and a team obsessed with your success. At Curo, it’s our mission to create an environment where you are empowered to reach your dreams; we want you to get excited about the path you’re on. Our firm provides holistic financial planning and proactive investment management through education, support, and authentic relationships.
Our firm is evolving to continue to build an incredible financial planning experience for our clients. We’re introducing an elevated Curo Private Wealth, comprised of both the legacy Curo team and the Bernard Wolfe & Associates team. Our firms have merged and rebranded to create an enhanced environment by expanding our team’s talent, capabilities, resources, and accessibility all to serve you better. Welcome to the new Curo Private Wealth!
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