A Firm That Grew With Purpose
Over the years, Curo has grown thoughtfully and intentionally. Each chapter of our firm's story has been guided by the same commitment: to deliver the highest quality service and to build lasting relationships with clients who deserve a partner who truly cares.
A meaningful part of that story is our connection to Bernard R. Wolfe & Associates, a respected financial planning firm founded in the early 1980s with deep roots in the D.C. metro area. When Bluespring Wealth Partners brought our two firms together in 2021, it was a natural fit grounded in shared values and a mutual dedication to client care. Atricia Roberts, who had joined the BRW team in 2017, became COO and Partner at Curo as part of that union. After the retirement of BRW's founder and original successor, Atricia stepped into her role as Lead Advisor and Partner, carrying forward a legacy of trust that spans more than four decades.
What “Curo” Really Means
The Latin word curo translates literally to "to care for" or "to pay attention to." We chose that name deliberately, because it reflects everything we believe about the way financial planning should feel.
Every Curo client is treated like a close friend. We genuinely care about your well-being, not just your account balance. Our relationships go far beyond the numbers on a statement. We feel it is a privilege to be trusted with what matters most in your life, and every advisor and team member at this firm shows up each day committed to earning that trust.
Our Purpose Has Always Been the Same
Every decision we make as a firm comes back to one purpose: to empower women to make smart, strategic, and confident financial decisions.
We are whole-life planners, not just financial planners. If it matters to you, it matters to us. Your goals, your family, your fears, your future. We want to be your first call when life changes; and life always changes.
We're women helping women. We've navigated our own life transitions. We understand the emotional and financial weight of starting over, stepping into independence, or making a major pivot. That lived experience informs every conversation we have with clients.