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.

10/29/2026

🎤️ Episode 107 of Living Richly with Curo is live!

🏛️ Who you lend money to affects both the likelihood of repayment and how the interest is taxed.

đź§ľ Some municipal bonds qualify for tax-free interest at the federal level and, in certain states, at the state level.

🤝 We work with your CPA to determine whether tax-beneficial bonds fit your tax bracket and overall investment plan.

We’re excited to share that we’ve been featured in Modern Luxury DC’s Dynamic Women of Washington 2026. This special edi...
10/28/2026

We’re excited to share that we’ve been featured in Modern Luxury DC’s Dynamic Women of Washington 2026. This special edition issue celebrates visionary women shaping our city and beyond, and we're proud to be included alongside such an inspiring group of leaders.

Thank you to Modern Luxury DC for including us, and congratulations to every woman featured in this year’s edition. We’d love to hear about the work you’re doing!

DC Modern Luxury

Read our feature here: https://digital.modernluxury.com/publication/?i=871668&p=103&pp=1&view=issueViewer

We're a firm built on women helping women, so today we're handing you the microphone.What's the best money advice you ev...
10/28/2026

We're a firm built on women helping women, so today we're handing you the microphone.

What's the best money advice you ever got from another woman?

Some of the most useful money lessons we've ever heard didn't come from a finance guru or textbook. They came across a kitchen table, in a break room, or on a long walk, from a woman who had been there first.

Tell us yours in the comments below.

10/27/2026

🎤️ Episode 107 of Living Richly with Curo is live!

In this episode, we’ll dive into what rising interest rates mean for bonds, borrowing costs, and common fixed-income questions. Here’s a sneak peek 🔎

đź“° When economists cannot agree on why rates are rising, no one can reliably predict where rates go next.

đź”® Headlines may forecast 30-year rates at 6% or say rates will fall, but neither is certain.

đź§­ A financial plan should account for different scenarios and stay anchored to your specific goals, not interest-rate noise.

Check out the links below ⬇️

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

Most retirement advice assumes there are two of you. Two Social Security checks, two sets of savings, and someone to spl...
10/26/2026

Most retirement advice assumes there are two of you. Two Social Security checks, two sets of savings, and someone to split the mortgage with.

If you're planning retirement on your own, the math is different. Here are 3 questions we ask every single woman who sits down with us:

1. What does your life cost, and what covers it? We map every dollar coming in against every dollar going out, including the ones that show up after your paycheck stops.

2. What role does your home play? For many single women, the house is the biggest asset and the biggest expense at once. Staying, downsizing, or renting out a room can change the picture.

3. Who is on your team? For money and for everything else. A doctor, an attorney, a neighbor with a key, and an advisor who knows your plan.

Plenty of the women we work with retire on their own and do it beautifully. The plan just has to be built for one.

10/26/2026

🎤️ Episode 107 of Living Richly with Curo is live!

In this episode, we’ll dive into what rising interest rates mean for bonds, borrowing costs, and common fixed-income questions. Here’s a sneak peek 🔎

🏦 When the Fed raises rates, longer-term rates can follow, and the bonds you already own may drop in price.

⚖️ New bonds may pay more, but the next decision depends on what each dollar in your portfolio is meant to do.

🔑 Before making wholesale changes based on headlines or a neighbor's moves, bring those questions to your advisor.

Check out the links below ⬇️

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

10/24/2026

🎤️ Episode 107 of Living Richly with Curo is live!

🏠 In the DC metro, a $1 million mortgage is a realistic homebuying scenario, and Freddie Mac's September survey put the average 30-year rate at 7.03%.

📊 Moving from a 6% rate to 7.3% adds about $860 to the monthly payment and roughly $310,000 in interest over the life of the loan.

⚖️ If you're deciding whether to keep the house in a divorce, that $310,000 is part of the financial picture to consider.

10/23/2026

🎤️ Episode 107 of Living Richly with Curo is live!

đź§­ Whether bonds provide current income, fund a future need at maturity, or diversify a stock portfolio changes the decision.

⚖️ Rebalancing, tax-loss harvesting, or a genuine change in goals can be reasons to adjust.

🔑 A decline in the bond market alone is not a reason to blindly sell every bond.

Meet Nihad Basic, CFP®, CIMA® 👋We’re excited to introduce Nihad, the newest financial advisor to join our Rockville team...
10/23/2026

Meet Nihad Basic, CFP®, CIMA® 👋

We’re excited to introduce Nihad, the newest financial advisor to join our Rockville team.

For Nihad, financial planning starts with a simple question: What does a fulfilling life look like for you?

That perspective comes from a genuine interest in the connection between markets, financial decisions, and the lives people want to build. At Curo, Nihad works alongside our team to help clients gain clarity around what matters most and build financial strategies that support those priorities.

Nihad’s path to financial planning is an interesting one. Born in Stuttgart, Germany, he grew up in Vermont after immigrating to the U.S. as a child. He studied sport management and athletic leadership, has a background in nonprofit leadership, and later earned his CFP® certification and CIMA® designation.

Outside the office, you’ll probably find him on a soccer field, out for a run, or exploring the Washington, D.C., area.

We’re glad to have you on the team, Nihad!

10/22/2026

🎤️ Episode 107 of Living Richly with Curo is live!

In this episode, we’ll dive into what rising interest rates mean for bonds, borrowing costs, and common fixed-income questions. Here’s a sneak peek 🔎

🪜 A fixed-income ladder spreads bond or CD maturities across different rungs, from shorter term to longer term.

đź“… As each bond or CD comes due, it frees up cash on a regular schedule. You can reinvest at whatever rates are available then.

🔄 If rates rise, you can reinvest a shorter-term maturity in a new bond or CD at the higher rate.

Check out the links below ⬇️

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

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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