We believe there’s a better way forward. The better way is together.
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.
Every decision we make as a firm and as a team comes back to one purpose: to empower our clients to make smart, strategic decisions.
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.