Get to know Curi Capital.
Financial solutions for your definition of wealth
True wealth can mean something different to everyone. As experienced, accessible advisors, we actively listen and proactively create tailored solutions that help you build your version of wealth, however you define it. Whether you’re looking for wealth planning and management services for your family or retirement plan solutions for your business, our client-centered approach pinpoints your financial circumstances to help you build a lasting legacy.
Comprehensive wealth advisory services designed to help you take control of your financial life
401(k), cash balance, pension, and non-qualified plan consulting services that help your team take the first steps toward a secure retirement
Real estate, private equity, and private credit strategies not available to the typical individual investor—critical for diversification in today’s investment landscape
No matter our size, we will always have a start-up mentality—delivering a high-touch, personalized experience for you.