Women in Transition
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Pre & Post Retirees
We strive to build long-lasting relationships with our clients, offering education and guidance.
Wealth Builders
We offer a full range of investment and financial services and have access to a wide array of solutions.
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WE’RE CHANGING THE LANDSCAPE OF FINANCIAL ADVICE.
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.
BETTER TOGETHER.
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!
Working with Curo can help you:
Get (and stay) organized - Set goals and make plans
- Invest at the right time and in the right way (that makes sense for your situation)
- Protect what you’ve earned