Curio Wealth
Overview
Curio Wealth is a fee-only financial advisory firm based in Annapolis, Maryland, offering comprehensive financial planning and investment management services. The firm provides discretionary investment advisory services, constructing portfolios with diverse holdings including equities, warrants, corporate debt, municipal securities, mutual funds, government securities, and partnership interests. Curio Wealth primarily serves individuals and high-net-worth individuals, providing discretionary investment management, financial planning, consulting, and related tax/accounting services. The firm maintains an employee base of approximately 10 professionals, with the majority focused on investment roles. Curio Wealth is committed to exploring innovative strategies and investment options that address the challenges and opportunities of today's ever-changing financial landscape. The company is dedicated to making financial discussions an enjoyable experience for clients, simplifying the path to clients' goals, relieving the mental load of financial complexities, and providing certainty that they are being cared for. The firm 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.
Investment Focus
- High-net-worth individuals
- Individuals seeking comprehensive financial planning
- Clients interested in fee-only advisory services
Reach Curio Wealth directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Curio Wealth
What sectors does Curio Wealth invest in?
Curio Wealth invests in Financial Services, Wealth Management, Investment Management and Tax Planning, and is based in Annapolis, United States. Curio Wealth is listed as a other in the ConnectSafely investor database.
What stage does Curio Wealth invest at?
Curio Wealth backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed.
Which regions does Curio Wealth invest in?
Curio Wealth invests across United States.
Who are the partners at Curio Wealth?
Team members listed for Curio Wealth include Lyn Dippel (Founder, Senior Advisor and Chief Compliance Officer) and Liz Gillette (Founder & Senior Financial Advisor).
How do I contact Curio Wealth?
Curio Wealth's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
