11710 Plaza America Drive,
Introducing the new Curo Private Wealth.
Our firm’s present identity is the result of an intentional merger of two successful, likeminded teams equally matched in their continual pursuit of an elevated client experience. Anne-Marie Laboe of the legacy Bernard R. Wolfe and Associates firm and Anne McCabe of the legacy Curo Private Wealth firm made the decision to collaborate for greater client impact, leveraging the knowledge, expertise, and experience of an entire team.
While our rebranded firm launched in 2022, our story began back in 1981 when Bernard R. Wolfe and Associates first opened its doors. When founder Bernie Wolfe began to prepare for his retirement, he hand-selected Anne-Marie Laboe as his successor to lead the firm into the future and continue his legacy. Through Bernard Wolfe & Associates’ partnership with Bluespring Wealth Partners, the firm was introduced to the legacy Curo Private Wealth team led by Anne McCabe.
Merging these individual practices means clients have access to multiple experiences and perspectives, a broader scope of capabilities, and additional opportunities within their reach. In short? The merger and rebrand was done to keep the client’s needs where they need to be, at the forefront of all we do as advisors.
Today, Curo maintains a reputation as one of the top financial advising firms in the Mid-Atlantic region. We’re one firm united in our approach to financial planning through authentic relationships, with two convenient office locations in Maryland and Virginia. It’s not what we do that makes us stand out; it’s how we do it.
At the heart of our firm is you. The Latin word “curo” translates literally “to care for,” or “pay attention to.” Every Curo client is treated like a close friend because we genuinely care about your wellbeing. Our relationships go beyond your account statements; we feel it is a privilege to be involved in the lives of our clients. Each one of our advisors and staff show up every day and work hard to help you reach your goals.
As an independent firm we are partnered with one of the largest independent broker-dealers in the country to offer our clients a world-class experience.
Bluespring Wealth Partners chose to invest in Bernard Wolfe & Associates (BRW) in 2015 and in Curo Private Wealth in 2021 and saw an opportunity to strategically align both firms for a stronger future. The Bluespring partnership ultimately resulted in the reinvented Curo Private Wealth firm it is today. This affiliation not only secures our legacy and ability to serve clients for years to come, but it also delivers access to robust resources and support, elevating our already unmatched client experience. For more information, please visit www.bluespringwealth.com.
Kestra Financial, Inc. the parent company of Bluespring Wealth Partners, empowers leading independent advisors to provide superior client service. They support more than 1800 independent financial advisors by providing technology, compliance, and infrastructure necessary to process transactions. This partnership allows us unrivaled access to a number of best-in-class products and services as well as subject-matter experts. Kestra Financial is the parent company of Kestra Investment Services, LLC, member FINRA/SIPC, and of Kestra Advisory Services, LLC; Kestra Private Wealth Services, LLC; and Kestra Institutional Services, LLC, all federally registered investment advisers. For more information about Kestra Financial, please visit www.kestrafinancial.com