September 8, 2022January 13, 2023Wealth Management 10 Steps to Take 10 Years Before Retirement By: Frances Cronlund, CIMA®, CExP™, CTFA, CFP® < 1 Minute Read Click to Download Frances Cronlund, CIMA®, CExP™, CTFA, CFP® Frances Cronlund is Curi Capital’s Senior Director of Wealth Planning, based in Raleigh, NC. SHARE News & Knowledge READ NEXT November 15, 2023Company News | Curi Capital | Wealth Management Breaking Down Barriers: Private Markets Open their Doors to Individual Investors Venture capital, growth equity, leveraged buyouts, private credit, and real assets. The names themselves bring an air of exclusivity. These asset classes have been around for decades with well-established roles… Read more October 16, 2023October 16, 2023Wealth Management FAST FACTS: “Catching Up” on Your Retirement Savings Click to Download Read more September 26, 2023Company News | Curi Capital | Wealth Management Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals… Read more