Curo Private Wealth

Curo Private Wealth Curo Private Wealth is an independent financial planning and wealth management firm. We invite you to experience a different approach to wealth management.

Curo Private Wealth is an independent financial services and wealth management firm that was founded, and is run daily, on our values: integrity, objectivity, growth, vigilance, excellence, and gratitude. Our mission is to help our clients make smart and strategic financial decisions so they can work toward their goals and fulfill their values. We pride ourselves on bringing together the quantitat

ive with the qualitative. The numbers are important, and what drive financial success; but we take the extra time and care to truly understand what drives, motivates, and concerns our clients. At the end of the day, they are left with a clear, personal, and practical plan they can implement. Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (Kestra IS). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS). Curo Private Wealth, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: www.kestrafinancial.com/disclosures

*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.

09/10/2026

🎙️️ Episode 104 of Living Richly with Curo is live!

In this episode, we’ll talk about how to help adult children without compromising your own financial future. Here’s a sneak peek 🔎

📞 When an adult child calls needing help, parental guilt can make it especially hard to say no.

⚠️ Guilt can push fast, emotional decisions before you can see the full picture.

🧱 Supporting your children and maintaining boundaries can coexist. Boundaries do not cut off support.

Check out the links below ⬇️

🎥 https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

Tax-loss harvesting allows an investor to sell an investment that has declined below its purchase price, realize the los...
09/09/2026

Tax-loss harvesting allows an investor to sell an investment that has declined below its purchase price, realize the loss, and potentially use that loss to offset capital gains elsewhere in the portfolio. In some circumstances, losses can also be used against certain types of income, with unused losses potentially carried forward.

There’s an important distinction, though: the tax benefit should never be the sole reason for making an investment decision.

At Curo, tax-loss harvesting is considered within the context of the broader portfolio, future gains, cash needs, and tax situation. Sometimes the opportunity is significant, while other times it simply doesn’t make sense.

If you're wondering whether this applies to your portfolio right now, we'd love to take a look at it with you: curoprivatewealth.com/get-in-touch

09/09/2026

🎙️️ Episode 104 of Living Richly with Curo is live!

In this episode, we’ll talk about how to help adult children without compromising your own financial future. Here’s a sneak peek 🔎

☎️ When a daughter needs $25,000 during a divorce, the bank balance alone does not answer whether to say yes.

🧾 The real question is what that $25,000 was already earmarked for in your plan, like retirement income or long-term care.

✅ Running the scenario can support a joyful yes, or help you offer less without compromising your own long-term plan.

Check out the links below ⬇️

🎥 https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

🚨 Living Richly with Curo just dropped a new podcast episode: #104 – “When Your Adult Children Need Money: Setting Boun...
09/08/2026

🚨 Living Richly with Curo just dropped a new podcast episode: #104 – “When Your Adult Children Need Money: Setting Boundaries Without Guilt”

🎥 Anne and Atricia talk about how to help adult children without compromising your own financial future.

Please give it a watch/listen, share with your friends, give us a like 👍 + 5 ⭐s, and let us know what you think!

✉️ Send your questions to [email protected], and if we use your question you will receive a $10 Amazon gift card!

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

Behind every career and accomplishment are countless hours of hard work. Today we’re taking a moment to appreciate the e...
09/07/2026

Behind every career and accomplishment are countless hours of hard work. Today we’re taking a moment to appreciate the effort that goes into building a life and a career you’re proud of.

Happy Labor Day from the Curo Private Wealth team. We hope your day includes good company, good food, and a little well-earned time away from your to-do list.

Grab your copy of The Art of Spending Money by Morgan Housel and join us for a virtual discussion on Sunday, September ...
09/04/2026

Grab your copy of The Art of Spending Money by Morgan Housel and join us for a virtual discussion on Sunday, September 20th at 12:00 p.m. ET. Bring your thoughts, your questions, and whatever stood out to you most while reading.

Save your seat here: https://us02web.zoom.us/webinar/register/WN_iMGDK-gcSZWfsuWevP6bZw

See you there!

There's an old saying in estate planning: shirtsleeves to shirtsleeves in three generations.It describes how significant...
09/02/2026

There's an old saying in estate planning: shirtsleeves to shirtsleeves in three generations.

It describes how significant wealth often fades within three generations of the person who built it. One common reason? The next generation was never truly prepared, only informed after the fact through a will or a trust distribution.

A legal estate plan decides who receives what, but it takes a different kind of planning to help them get ready for it. That preparation can include conversations about family values, the decisions that built the wealth, how it should be used, and what responsibilities come with carrying it forward.

We dig into this in a recent episode of Living Richly with Curo, "What We Tell Clients to Do Before Touching Inherited Money," including why we recommend a 90-day pause before making any big decisions with an inheritance. Listen here: https://livingrichlywithcuro.podbean.com/e/episode-97-what-we-tell-clients-to-do-before-touching-inherited-money/

Have you started that conversation in your family?

09/02/2026

🎙️ Episode 103 of Living Richly with Curo is live!

In this episode, we’ll welcome Mary Lou Christie to discuss navigating unexpected transitions while finding new purpose and support. Here’s a sneak peek 🔎

🌿 Mary Lou says change is inevitable, and even painful changes can hold something good or something to learn from.

🎯 Looking back on a measured career, she would take more risks and spend less time worrying about things she could not control.

🤝 She also values being true to herself, caring about the people who worked for her, and learning to enjoy each moment and each year.

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

Why does financial anxiety persist even when your bank account is growing?We often speak with women who’ve built impress...
08/31/2026

Why does financial anxiety persist even when your bank account is growing?

We often speak with women who’ve built impressive portfolios yet still experience stress when making major purchasing decisions. Your relationship with wealth was shaped long before you earned your success, and those early habits of vigilance don’t automatically turn off.

True confidence comes from knowing that your resources align directly with your values, allowing you to support your family, travel, and give generously without fear.

It’s time to enjoy the wealth you worked so hard to build.

08/31/2026

🎙️ Episode 103 of Living Richly with Curo is live!

In this episode, we’ll welcome Mary Lou Christie to discuss navigating unexpected transitions while finding new purpose and support. Here’s a sneak peek 🔎

👥 We encourage women to come to financial meetings and learn more about the work being done for them.

📝 In many partnerships, women may be the surviving spouse. Awareness of the financial picture is especially necessary.

🤝 Both people should be involved, or at least aware of what is going on.

Check out the links below ⬇️

📽️ https://bit.ly/3YABFnR
🍎 https://apple.co/48vupOH
🎧 https://spoti.fi/3YtkVyR

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11710 Plaza America Drive, Ste 2000
Reston, VA
20190

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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