Curo Private Wealth

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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 quantitative 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.

🚨 Living Richly with Curo just dropped a new podcast episode: #107 – “Wtf (What The Fed) Is Happening With Bonds?”🎥 Ann...
10/20/2026

🚨 Living Richly with Curo just dropped a new podcast episode: #107 – “Wtf (What The Fed) Is Happening With Bonds?”

🎥 Anne and Atricia dive into what rising interest rates mean for bonds, borrowing costs, and common fixed-income questions.

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

When people hear “estate planning,” they often picture children, inheritances, and dividing assets.But your legacy may l...
10/19/2026

When people hear “estate planning,” they often picture children, inheritances, and dividing assets.

But your legacy may look very different.

Maybe you built a business. Maybe you’ve spent years supporting causes you care about. Maybe there are nieces, nephews, siblings, friends, or other people you want to provide for. Maybe what matters most is feeling confident the people you trust can step in and handle things the way you would want.

Those decisions don't make themselves.

Estate planning gives you a chance to decide where your wealth goes, who has a role, and what you want the things you've built to accomplish.

You don't need children to have a legacy. You just need to define what yours looks like.

10/16/2026

🎤️ Episode 106 of Living Richly with Curo is live!

🗣️ Ask your partner, "What's your earliest memory of money?" then give them room to answer.

👂 Don't fix, offer opinions, or bring up today's money friction, just listen for something you may not know about someone you've known for years.

📌 Planning conversations before a crisis can reduce recurring fights.

Something surprises a lot of women in their first meeting with us: we spend most of the hour on things that have nothing...
10/16/2026

Something surprises a lot of women in their first meeting with us: we spend most of the hour on things that have nothing to do with account balances.

We ask about your family and who you're responsible for. We ask about your work and where you'd like it to go, or when you'd like to retire. We ask what you do on weekends and what you'd do with more free time.

Then over the following couple of weeks, our team takes everything you told us and builds a written plan around it: cash flow and spending, savings, risk, retirement, and how your taxes and estate documents fit together. When we sit back down, we walk you through it in plain language, with the trade-offs spelled out, so the decisions stay yours.

A portfolio built before the plan is built for a stranger. A portfolio built after the plan is built for you.

If you've never been asked about your weekends by someone who manages money, we'd love to change that.

📅 http://curoprivatewealth.com/get-in-touch

10/15/2026

🎤️ Episode 106 of Living Richly with Curo is live!

🚫 The saver can become the official "no" in the family, an exhausting and lonely role.

🛍️ Meanwhile, the spender may hide purchases in the car or closet, or mention them only after they can no longer be returned.

⚠️ Hidden spending can damage trust more than an honest conversation about spending.

Your business may be worth $3 million, but that doesn't mean you have $3 million available to fund your retirement. Taxe...
10/14/2026

Your business may be worth $3 million, but that doesn't mean you have $3 million available to fund your retirement. Taxes, transaction costs, debt, and the structure of the sale can all affect what you walk away with.

Take a look at your personal net worth and separate everything you own outside the business from the value of the business itself.

Then ask: If the business disappeared tomorrow, would the rest of your financial plan still work?

If the answer is no, that's an important planning signal.

You may need to start moving more wealth outside the company, revisit how you're paying yourself, or think earlier about how the business eventually turns into personal wealth.

The goal is for the success you've created to build a financial life beyond it.

10/13/2026

🎤️ Episode 106 of Living Richly with Curo is live!

In this episode, we’ll explore why couples fight about money and how to build healthier financial conversations together. Here’s a sneak peek 🔎

🧠 Your earliest memories of money, including what your parents fought about or never discussed, can shape financial decisions.

🏠 A family that never took trips or shopped often may shape what feels normal, even when you can comfortably afford those things as an adult.

🔑 When you partner with someone, you also take on their money story. Couples can take time to understand each other's.

Check out the links below ⬇️

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

If 2026 has been a lower-income year for you (a career change, your first year of retirement, the year after a divorce),...
10/12/2026

If 2026 has been a lower-income year for you (a career change, your first year of retirement, the year after a divorce), there may be a window to move money from a traditional retirement account into a Roth account and pay the tax on it now, at a lower rate than you might face later. It's called a Roth conversion, and it has to happen by December 31 to count for this year.

It isn't right for everyone, and it depends on the rest of your situation. It’s the kind of thing that's easy to look at in October and impossible to fix in January.

If you'd like us to look at whether a conversion fits this year, we're here: curoprivatewealth.com/get-in-touch

10/12/2026

🎤️ Episode 106 of Living Richly with Curo is live!

In this episode, we’ll explore why couples fight about money and how to build healthier financial conversations together. Here’s a sneak peek 🔎

📌 When one partner becomes the family CFO and the other opts out, it may feel efficient until divorce or premature death makes the arrangement fragile.

📝 Both partners should know where the accounts are, how to access them, what insurance exists, who the financial advisor is, and the rough outline of the plan.

🤝 Even when one spouse drives the advisor relationship, meeting together at least annually keeps both people informed about investments, insurance, and the plan.

Check out the links below ⬇️

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

10/10/2026

🎤️ Episode 106 of Living Richly with Curo is live!

⚠️ Money fights often cut deep because money is one of the biggest sources of conflict in relationships.

🔑 Without language for talking about money, conflict can affect trust, intimacy, and how safe the relationship feels.

⏸️ Financial plans can stall for years when a couple cannot agree on how to move forward.

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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