Jim is Founder and Advisor at Curio Wealth. Jim spent 20 years with some of the nation’s largest financial management firms before leaving to pursue his dream of starting a firm where relationships matter and where the product is not stocks or bonds but great advice. Jim loves to help people see their financial future and answer their biggest question: “Will I have enough money?” upon retirement. Jim loves using his tax knowledge to help clients maximize their wealth by creating tax-efficient withdrawal strategies, taking advantage of low tax brackets when available, and planning for future withdrawals. Jim’s lifelong passion for learning, solving problems, and helping people with their unique life experiences motivates him to change the way financial services are provided. His vision was to create a firm where the client is the most important person in the room.To learn more about Jim, please visit www.curiowealth.com.PrivacyTo learn about the measures we take to keep client information secure, please read our Privacy Notice.Form AdvPlease also read our Form ADV. This is the Security and Exchange Commissions required disclosure form for all Registered Investment Advisors.Curio Wealth (“Company”) is an SEC-registered investment adviser located in Annapolis, Maryland. Company and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Company maintains clients. Company may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Company), will be profitable or equal any historical performance level(s).