Wealth management services provider Bay Point Wealth has restructured to launch an independent financial advisory firm Curio Wealth.
The company’s strategic decision to split into two individual firms comes as part of its significant growth.
It will enable each entity to dedicate its resources, time, and attention to specific client requirements as well as to deliver a more personalised and exceptional client experience.
The Curio team will keep offering investment advice as a US Securities and Exchange Commission (SEC)-registered investment adviser primarily located in Maryland, US.
According to the new firm, the Curio Wealth banner enables it to expand service offerings beyond traditional wealth management.
Curio Wealth said that its team employs motivational interviewing as an essential element of the client experience.
The financial advisory firm aims to integrate financial planning, investment, and tax planning and preparation, offering wealth management experience that is essential for great financial outcomes.
Curio Wealth founder and principal Jim Kantowski said: “Curiosity drives what we do, allowing us to see things from our clients’ perspectives. We employ curiosity to learn our clients’ true goals and provide personalised guidance and support.
“At Curio, it’s our job to help clients manage the perpetual uncertainty of life. We are passionate about redefining what it means to meet with a financial advisor, to be human and vulnerable, to listen and learn, and to provide informed, individual guidance that creates confident and educated investors.”