Joined Curi Capital
April 2005
Education
- BA, Princeton University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Hinsdale Historical Society, Board of Trustees
- Grace Church, Endowment Committee
Previous Experience
- UBS Financial Services, Investment Associate
News & Insights featuring Sarah Tims
Bio
Sarah has been with Curi Capital since 2005. As a senior wealth manager, she leads a team of wealth advisors and client associates, overseeing Curi Capital's collaborative efforts to manage relationships with a select group of clients.
Clients include retirees, C-level executives, small business owners, and various other high-net-worth individuals and families who seek to protect and prudently grow their wealth.
Sarah works closely with clients and engages with their other trusted advisors, such as estate planning attorneys, accountants, and insurance professionals, to establish a holistic view of their financial lives. With this perspective and the support of her team, she creates and executes each client’s customized plan that addresses a broad spectrum of financial planning issues and outlines investment objectives and corresponding recommendations.