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Curo Story

Our story of authenticity.

Anne McCabe founded Curo Private Wealth in 2014 out of a desire to help people experience the freedom and confidence that comes from taking control of their future through financial planning. 

Our story of authenticity.

The firm has grown throughout its history, partly due to a successful merger with Bernard Wolfe & Associates in 2021. Bernard Wolfe & Associates is an integral part of the Curo legacy. When founder Bernie Wolfe began to prepare for his own retirement, he hand-selected a successor to continue his legacy. He and his successor made an intentional decision to join forces with the legacy Curo Private Wealth team as a result of each firm’s relationship with Bluespring Wealth Partners. Each move was completed out of a desire to deliver the highest quality service to their clients.

Today, Curo has a reputation for being one of the top financial advising firms in the Mid-Atlantic region. We’re one firm united in our approach to providing comprehensive financial planning and investment management, with two convenient locations in Maryland and Virginia. It’s not what we do that makes us stand out; it’s how we do it.

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.

Every decision we make as a firm and as a team comes back to one purpose: to empower women 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.

Bluespring Wealth Partner 

Bluespring chose to invest in our firm’s success in 2021, and their partnership ensures our ability to serve clients for years to come. This affiliation not only secures our legacy, but has also delivered access to robust resources and support, elevating our already unmatched client experience. For more information, please visit www.bluespringwealth.com

Kestra Financial

Kestra Financial, Inc. 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

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