BUILDING AND PLANNING LIFE

Where Your Financial Journey Begins

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.

WEALTH MANAGEMENT

How To Think About Making A Large Purchase

Making a substantial purchase can be a significant financial decision that requires careful consideration.
ASKING THE RIGHT QUESTIONS

Building and Planning Life FAQs

Curio Wealth provides meticulous financial planning, tax-conscious portfolio management, and continuous support from a CERTIFIED FINANCIAL PLANNER™ professional.
A financial plan is your personalized guide, charting the path to your financial objectives by outlining strategies and actionable steps. It plays an essential role in financial management, enabling informed decisions about your future.
We are fiduciaries – period. If you need to become acquainted with the term, a fiduciary consistently acts in your best interest. This contrasts brokers or salespeople who may adhere to a suitability standard.
Depending on your relationship with us, we provide continuous and ongoing guidance on all aspects of your financial matters, including non-investment-related financial concerns.
ASKING THE RIGHT QUESTIONS

Building and Planning Life FAQs

Curio Wealth provides meticulous financial planning, tax-conscious portfolio management, and continuous support from a CERTIFIED FINANCIAL PLANNER™ professional.
A financial plan is your personalized guide, charting the path to your financial objectives by outlining strategies and actionable steps. It plays an essential role in financial management, enabling informed decisions about your future.
We are fiduciaries – period. If you need to become acquainted with the term, a fiduciary consistently acts in your best interest. This contrasts brokers or salespeople who may adhere to a suitability standard.
Depending on your relationship with us, we provide continuous and ongoing guidance on all aspects of your financial matters, including non-investment-related financial concerns.
OUR ANNUAL FEES

Why Invest In Ongoing Guidance?

Guidance Through Life Transitions

Your 30s and 40s are often marked by significant transitions, such as marriage, parenthood, career changes, and even the pursuit of new passions. A dedicated guide can provide you with the support you need to navigate these changes successfully. They can help you identify your goals, set priorities, and establish a clear path to reach them.

Maximizing Career Potential

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.

Financial Planning

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.

The Annual Investment

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The decisions you make and the actions you take today can have a profound and lasting impact on your future. Having a financial guide is an investment in yourself, and the benefits it brings can be immeasurable. With ongoing support, you’ll receive the tools and strategies needed to overcome challenges and seize opportunities. In the long run, this investment can lead to increased happiness, success, and overall life satisfaction.

Want Your Financial Ducks in a Row?

We make investing and finance fun. We simplify. We give strategic direction. We measure progress.

WORKING TOGETHER

Plan, act, Repeat

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 CHANGES

When It’s Time For the Next Life Stage

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.

REFLECTING ON WHAT'S NEXT

Thriving in Midlife

Achieving fulfillment in midlife encompasses more than just financial success. It’s a pivotal stage for reflecting on personal transformation, confronting your deepest concerns, and nurturing your passions. Take the next step to confidently lead a more rewarding life.
FORGE AHEAD WITH CONFIDENCE

Living a Modern Retirement

Realizing if you have sufficient funds is just a single facet of retirement planning. As you begin this new chapter, we journey together, addressing a wide spectrum of considerations, from lifestyle choices to philanthropic endeavors and generational giving.
RESOURCES

Answers to Your Pressing Questions

Designed to provide you with valuable insights and tools to empower your financial journey. Explore a wealth of information, guides, and expert advice to make informed decisions for your financial well-being.
GET IN TOUCH

Want to Learn More?

We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

Other Ways to Connect

GET IN TOUCH

Want to Learn More?

We’re excited to engage with you whether you’re curious about a particular topic or eager to explore how our approach can be personalized to suit your needs. Feel free to ask any questions or dive deeper into what we can offer.

Other Ways to Connect