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 u