Curi Capital

Helping you build true wealth, however you define it

WEALTH MANAGEMENT  |  RETIREMENT PLAN SOLUTIONS  |  PRIVATE INVESTMENTS

Take care
of your future

You’ve made a career of helping others. We’re here to help you.

PHYSICIAN FOCUSED

Physician Focused

Acutely focused on your financial future—backed by more than 40 years of protecting the livelihood of our physicians.

Build a
lasting legacy

Invest in what matters most to you

GROW YOUR WEALTH

Wealth Management

How do you define true wealth? Our financial advisors are here to help you achieve those aspirations—whatever they may be for you and your family.

You deserve
our best

Now you can invest like we do

INVEST
SMARTER

Private Investments

You work hard. Make your investments work harder. We offer private investment strategies not available to the retail investor.

Build a bright future for your team

Make their years of hard work
worth the effort

LEAD
THE WAY

Retirement Plan Solutions

An outcomes-oriented approach designed to keep your whole team on track for a successful retirement.