What’s in a name? A lot. Our passion for developing a deep understanding of our client’s perspectives on their lives is of the utmost importance to us. Curio represents that unyielding curiosity for learning more about your life’s goals, developing stronger expertise as your advisor, and relentlessly seeking better approaches in delivering your experience with us. That’s why we stress the importance of managing what you can control, like fees and taxes and plan for things you can’t.
