Every financial journey is unique. That’s why our clients are active and engaged partners in their financial success. Together – with our natural curiosity, financial expertise, and caring way – we walk together through all your stages of life.
At Curio Wealth, we share a common goal with our clients: fostering financial learning and collaboration that instills confidence and peace of mind.
Our focus is on your experience and your desired outcomes. We’re dedicated to helping you reach your goals, feel empowered for financial success, and have peace of mind that you have a partner with your back. The journey is long and ever-changing, and we are here to support you. Not sure where to start? We’re here to answer questions – big or small.
Curio Wealth provides meticulous financial planning, tax-conscious portfolio management, and continuous support from a CERTIFIED FINANCIAL PLANNER® professional.
Curio Wealth provides meticulous financial planning, tax-conscious portfolio management, and continuous support from a CERTIFIED FINANCIAL PLANNER® professional.
At this time of life, often you are looking to advance your career. A Curio Wealth Advisor can assist you in developing financial skills, setting career goals, navigating benefits and compensation – helping enhance your financial outcomes.
Your 30s and 40s are crucial for building financial stability and planning for your future. A coach can help you create a sound financial plan, manage debt, and invest wisely, ultimately securing your financial well-being.
We make investing and finance fun. We simplify. We give strategic direction. We measure progress.
Building and planning for life can sometimes feel like the 24th mile of a marathon, but it doesn’t have to. Our approach is designed to keep things simple. We work together to gain clarity on what is most urgent and address those things first. Then, through routine meetings, we check in on our progress, make necessary adjustments, and plan for the longer-term goals. In between, we know things come up. That’s why your schedule is our schedule.
You met with an advisor so we could learn more about your overall situation, why you reached out, and how we would help. We answered any questions you had about what it is like to work with us. And you’re ready to move forward.
Your Journey Begins: Your Curio team member will reach out to you to walk you through the next steps. You’ll receive an agreement documenting our services and the cost, along with a fun and flexible data-gathering form to learn more about the numbers, and a values survey to help us learn more about you.
You have done the leg work! You signed the agreement, completed our questionnaires and sent us information. It’s our turn to review everything in detail, clarify any information and make sure we are ready to build a detailed financial plan tailored to you.
In this final meeting we will answer the questions that brought you to us and a lot more. You will leave this meeting with a clear understanding of where you are financially, where you are headed, and any recommendations or strategies to get you on track.
Life is in constant motion, and we’re here to navigate those changes with you. When evolution occurs, we take the initiative to ask insightful questions that will help us understand you and equip us with the knowledge that will allow us to provide advice that is right for you – not us.
Disclosures | ADV Part 2A | ADV Part 2B | CRS | Privacy Policy | Sitemap
