Benefits are an important part of an integrated financial strategy.
Reach out to us today
During your 30-minute conversation, we’ll discuss your financial priorities, answer your questions, and explore how our team can help you make the most of your compensation and benefits.
Partner with a trusted firm:
Experience what it’s like to work with Curi Capital
From this year’s benefits enrollment to your long-term financial goals, we’ll help you build a strategy that brings everything together.
When you work with Curi Capital, you’ll have access to:
- Planning that connects this year’s benefits and compensation choices to your broader financial plan
- A comprehensive view of your finances through our interactive planning platform
- Investment strategies, including guidance on 401(k), stock options, and deferred compensation, tailored to your goals and overall financial picture
- A dedicated advisor who understands your priorities and provides ongoing guidance as your life evolves
Planning insights from our advisors:
Frequently Asked Questions
How do I know if my benefits elections make sense for my overall financial plan?
Your benefits are part of a much bigger picture, and that’s exactly the kind of thing we like to talk through together. We’ll sit down with you, look at how your elections connect to your savings goals, your tax situation, and what matters to your family this year, and make sure everything’s working in the same direction.
What should I do with my HSA or other tax-advantaged accounts during open enrollment?
Open enrollment is a good moment to revisit accounts like your HSA together, since the rules and limits shift from year to year. If you’re not sure whether you’re getting the most out of what’s available to you, that’s a conversation we’re always happy to have before you finalize anything.
What happens if I just accept the default options?
Nothing dramatic, but you might be missing something that’s actually meant for you. Default elections are built for the average employee, not for your specific life, so we’d rather sit down and make sure your choices reflect your income, your family, and where you’re headed.
When is the right time to start working with an advisor?
There’s no single right moment, and that’s okay. Many people reach out around a change, like a new job, a growing family, or an upcoming enrollment period, but really, the right time is whenever you’re ready for someone in your corner. We’re glad to start that conversation whenever it makes sense for you.
What should I expect in my introduction call?
It’s a chance to get to know each other. We’ll ask about where you are today, what matters most to you, and what you’re hoping to work toward, and you’ll get a feel for how we listen and how we approach your plan. There’s no pressure and no obligation, just a real conversation to see if it’s the start of a good fit.
What if I have stock options or restricted stock through my employer?
Equity compensation adds complexity, and we’ve got you covered. We’ll help you think through exercise strategies, vesting schedules, and how that stock fits into your overall portfolio, so it works with the rest of your financial picture, not against it.
Can you help coordinate with my HR or benefits team?
If it’s helpful, and with your OK, we’re happy to work directly with your employer’s HR group to sort out the details of what’s available to you.
Questions about your benefits?
Let’s start with what’s on your mind and explore how we can help.
Estimated AUA and all other information as of 6/30/2026.
¹ Total assets under advisement (“AUA”) presented here differs from regulatory assets under management (“RAUM”) reported on Curi Capital’s Form ADV. AUA reflects net assets under management for private funds, retirement plan services, and mutual funds managed by Curi Capital, while RAUM reflects gross assets under management.
² Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.
All information presented is subject to change at any time and is provided only as of the date indicated.