There are moments when you need steady hands
Big life moments come with hard decisions. Multi-generational wealth planning. Divorce. Executive benefits planning. We bring warmth and precision to financial decisions you can’t afford to get wrong.
We help you make sense of it
Divorce, career, caregiving, unexpected money decisions. Whatever brought you here, it’s probably not simple. And that’s okay. It’s our job to help you feel clear, confident, and cared for.
WE SUPPORT
Family decision-makers juggling generations
People navigating divorce
Corporate leaders and equity holders
Professionals looking for a steady, trustworthy partner
Referral partners who want their clients truly cared for
“We’ve been with Marianna for over 25 years. She’s always attentive to our needs. Marianna offers sound advice, but also listens to our concerns and opinions.”
This statement was provided May 2024 by Marie G. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
Women-led team supporting people with care & clarity
We’ve built the kind of financial firm we
wish existed when we needed it
CURO was founded by women who’ve been on both sides of the table. We know what it’s like to face big financial questions during hard or uncertain times. That’s why we focus on more than numbers: we focus on people.
You deserve to feel informed, respected, and safe. That’s what we’re here for.
You’re not a project. You’re a person.
This isn’t about selling services. It’s about being there for you.
Real partnership, not pressure. We take time to listen, explain, and guide without jargon or sales tactics.
Trusted by professionals. We believe CPAs, attorneys, and therapists refer their clients to us because they know we’ll take good care of them.
Every detail matters. From taxes to estate documents to equity grants, we make sure nothing important slips through the cracks.
Designed around your life. No cookie-cutter plans. Just thoughtful, clear advice that meets you where you are.
When you’re ready,
Whether you’re sorting through a major change, preparing for something new, or trying to clean up what’s already in motion, we’ll help you get your bearings and move forward, one step at a time.