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.

06/04/2026

🎙️ Episode 97 of Living Richly with Curo is live!

In this episode, we’ll discuss key financial, tax, and emotional considerations to navigate before making decisions with an inheritance. Here’s a sneak peek 🔎

⏳ Taking time to pause after an inheritance can help manage the emotional impact.

🏦 Moving funds to a safe, accessible place provides flexibility without long-term commitments.

📝 This period allows for thoughtful planning instead of rushed decisions.

Check out the links below ⬇️

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

Halfway through 2026 is a good time to check in on where your finances stand. Here's a simple checklist to work through ...
06/03/2026

Halfway through 2026 is a good time to check in on where your finances stand. Here's a simple checklist to work through before July.

If anything on that list gives you pause, we'd love to help you work through it.

06/03/2026

🎙️ Episode 97 of Living Richly with Curo is live!

In this episode, we’ll discuss key financial, tax, and emotional considerations to navigate before making decisions with an inheritance. Here’s a sneak peek 🔎

🔑 When inheriting money, it's important to identify the type of asset involved.

📂 Different asset types, like taxable accounts versus pre-tax retirement accounts, have different implications.

🔍 Clear understanding of your assets helps guide more informed financial decisions.

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: #97 – “What We Tell Clients To Do Before Touching Inherit...
06/02/2026

🚨 Living Richly with Curo just dropped a new podcast episode: #97 – “What We Tell Clients To Do Before Touching Inherited Money”

🎥 Anne and Atricia discuss key financial, tax, and emotional considerations to navigate before making decisions with an inheritance.

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

Nobody warns you that inheriting money may not always feel like a gift.There's paperwork to sign, phone calls you don't ...
06/01/2026

Nobody warns you that inheriting money may not always feel like a gift.

There's paperwork to sign, phone calls you don't want to make, and family members who suddenly have a lot of opinions.

Underneath it all, there's grief that doesn’t pause so you can make level-headed decisions.

We've sat with a lot of women through similar situations. What we hear most often is "I don't even know where to start.” And that’s okay. You don't have to have it figured out this second.

Most decisions can wait a little longer than people tell you. When you're ready, we'll be here.

05/29/2026

🎙️ Episode 96 of Living Richly with Curo is live!

📌 Many high earners, including affluent women, often feel insecure about investing.

⚠️ Avoiding money discussions, like salary negotiations or advisor fees, can have long-term impacts.

🔑 Understanding these behaviors helps improve financial confidence and decision-making.

There's no playbook for building wealth from scratch.When you are the first in your family to earn at this level, every ...
05/29/2026

There's no playbook for building wealth from scratch.

When you are the first in your family to earn at this level, every decision you make can feel like a step into the unknown.

Getting clear on the fundamentals changes that feeling. What to prioritize right now, what can wait, and how to build something intentional rather than reactive. That clarity is available to you, and you don't have to find it alone.

If that's where you are, we'd love to be part of what you're building.

05/28/2026

🎙️ Episode 96 of Living Richly with Curo is live!

📊 Nearly 90% of women will become sole financial decision makers at some point in their lives.

🕒 This is often due to longer lifespans or relationship changes, highlighting the importance of financial preparedness.

🎯 It's beneficial to start practicing financial decision-making skills early, regardless of current circumstances.

05/26/2026

🎙️ Episode 96 of Living Richly with Curo is live!

In this episode, we’ll explore common money messages women inherit and how to rewrite them for empowerment. Here’s a sneak peek 🔎

💬 Discussing finances openly can reduce stigma and encourage support.

🧑‍🧑‍🧒‍🧒 Including younger family members in financial meetings helps them learn about wealth management.

📚 Sharing mistakes and lessons provides valuable insights for future financial decisions.

Check out the links below ⬇️

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

Today, we pause to honor the brave men and women who gave everything in service to our country.Behind every name on ever...
05/25/2026

Today, we pause to honor the brave men and women who gave everything in service to our country.

Behind every name on every memorial is a family, a story, and a life that was given so that others could live theirs. This Memorial Day, we remember them today with gratitude and deep respect.

Address

11710 Plaza America Drive, Ste 2000
Reston, VA
20190

Opening Hours

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

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