Starting to build wealth? We see you, and you matter. 

What exactly do we mean by “first generation wealth builder?” You might be one if you didn’t receive a financial inheritance, you don’t yet have a substantial amount of investable assets, you’re earning a high income, and you’re looking to make strategic decisions today to help secure your wealth in the decades to come.  

People who are first generation wealth builders don’t usually have a financial advisor relationship passed down from generations in their family. You may feel like you don’t have someone you could trust or have open conversations about what strategic financial moves you should make now, to get to where you want to be later. 

That’s where Curo comes in. Many of us on our team are first generation wealth builders ourselves, so we understand the position you’re in. We also know you can start today, building a foundation to do more with the money you’re making now. If you’re building wealth and find yourself asking questions about how to create potential for yourself with your career, your 401(k), or even your company stock options, we can help.

Services:

• Financial Education and Resources
• Cash Flow Management
• Investment Management
• Executive Compensation and Stock Options
• Tax Planning
• Education Planning
• Risk Management (insurance)
• Estate Planning
• Charitable Giving