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Bernard R Wolfe & Associates joins Curio Private Wealth in merger

Bluespring Wealth Partners LLC announced the partnership of Chevy Chase-based Bernard R. Wolfe & Associates with Curo Private Wealth.

Bernard wolfeAnne mccabeAnne marie laboeKestra holdingsBernardr wolfe associatesBluespring wealth partnersChevy bernardr wolfe associatesChevy chase based bernardCuro privateWealth partnersCuro private wealthManaging directorPartner anne mccabePartner anne marie laboePatricia robertsPrivate wealth

Two Women-Led RIAs Merge With Bluespring Support

The combined firm oversees $460 million in assets and provides Bluespring with a D.C. hub that it can continue to build out.

United statesBernard wolfeAnne marie laboeAnne mccabeBernardr wolfe associatesBluespring wealth partnersKestra financialCuro private wealthManaging directorPartner anne mccabePartner anne marie laboe

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