Bay Point Wealth launches Curio Wealth
Apr 09, 2024 08:34PM ● By WNC Business
Curio Wealth announced its launch as part of a restructuring of Bay Point Wealth. Due to significant growth, the company has made the strategic decision to split into two individual firms.
The Curio team will continue providing investment advice as Curio Wealth, LLC, an SEC-registered investment adviser principally located in Annapolis, Maryland. Under the Curio Wealth banner, there is the freedom to expand service offerings beyond traditional wealth management with a goal to integrate financial planning, investment, and tax planning and preparation, providing a wealth management experience that is central to great financial outcomes. The company is committed to exploring innovative strategies and investment options that address the challenges and opportunities of today's ever-changing financial landscape.
About Curio Wealth:
Curio Wealth offers financial planning, ongoing wealth management, tax planning, and investment management services to clients who are beginning to build their lives, navigating the midlife, and planning a secure, modern retirement.
The Curio team will continue providing investment advice as Curio Wealth, LLC, an SEC-registered investment adviser principally located in Annapolis, Maryland. Under the Curio Wealth banner, there is the freedom to expand service offerings beyond traditional wealth management with a goal to integrate financial planning, investment, and tax planning and preparation, providing a wealth management experience that is central to great financial outcomes. The company is committed to exploring innovative strategies and investment options that address the challenges and opportunities of today's ever-changing financial landscape.
About Curio Wealth:
Curio Wealth offers financial planning, ongoing wealth management, tax planning, and investment management services to clients who are beginning to build their lives, navigating the midlife, and planning a secure, modern retirement.