Curio Wealth

About Curio Wealth

Curio Wealth is a fee-only financial planning firm dedicated to helping individuals and families navigate retirement with clarity, confidence, and purpose. We specialize in guiding clients through the financial and life transitions that come with aging—bringing structure to complex decisions and helping you move forward with peace of mind.

Our approach begins with curiosity. We take the time to understand what matters most to you—your goals, concerns, values, and the life you want to live. From there, we build a thoughtful, personalized plan that integrates every aspect of your financial life.

Our Services

Retirement Planning

Comprehensive planning to help you transition into and through retirement with confidence. We model income strategies, spending needs, and long-term sustainability so you can enjoy your retirement years without uncertainty.

Investment Management

Evidence-based portfolio design tailored to your goals, risk tolerance, and time horizon. We focus on disciplined, long-term strategies rather than short-term market reactions.

Tax Strategy & Planning

Proactive coordination of investment, income, and withdrawal strategies to improve tax efficiency over time—especially important during retirement when income sources become more complex.

Aging & Longevity Planning

Guidance around the financial realities of aging, including healthcare costs, long-term care considerations, and housing decisions such as aging in place or transitioning to a continuing care retirement community (CCRC).

One-Time Engagements and Ongoing Planning and Portfolio Management

Many of our clients work with us on an ongoing basis to have Curio do the heavy lifting in their financial lives. For those who want clarity without an ongoing commitment, we also offer focused planning engagements designed to answer key questions and provide a clear path forward.

Decision Support for Major Life Transitions

Whether you’re downsizing, retiring, helping family members, or navigating a health event, we act as a steady partner to help you think through decisions with clarity and confidence.

What Makes Curio Wealth Different

Curiosity-Driven Advice

We believe better questions lead to better decisions. Our process is built on listening first and understanding deeply before offering guidance.

Integrated Planning

Investments, taxes, and planning are not handled in isolation—they work together as part of a cohesive strategy.

Clarity Over Complexity

We simplify the financial landscape so you can clearly see your options and make informed choices.

Human, Relationship-Based Approach

We value empathy, trust, and long-term relationships. Our role is not just to manage finances, but to help you feel confident in the path ahead.

Our Goal

At Curio Wealth, our goal is simple: to help you create clarity around your financial life so you can navigate retirement and aging with purpose and peace of mind.

~ Retirement Planning