XS
SM
MD
LG
XL

Practical insights and helpful tools designed to keep your practice running smoothly.

Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist

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…

Meet the Curi Capital Team: Spotlight on Margaret Hart, Associate 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…

Meet the Curi Capital Team: Spotlight on Joshua Voisine, Regional Director, Atlanta

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…

Meet the Curi Capital Team: Spotlight on Caleb Sanderson, Retirement Plan Solutions

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…

Webinar: Myths and Risks for Women and Money

Curi Capital webinar exploring the myths and risks for women and money, addressing the questions you should be asking about your finances.

Could a Cash Balance Retirement Plan Be Right for Your Practice?

Cash balance retirement plans are the fastest-growing type of retirement plan in the nation and could serve as an excellent tool for practices to help employees make the most of their money.

Meet the Curi Capital Team: Spotlight on Duncan Gibson, Private Wealth

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…

Meet the Curi Capital Team: Spotlight on Erin Rogers, Associate Advisor

*Erin Rogers was an Associate Advisor at the time of this interview. She was promoted to Wealth Advisor in Oct. 2021.   At Curi Capital, it’s…

Meet the Curi Capital Team: Spotlight on Frances Cronlund, Wealth Planning

*Frances Cronlund was Senior Director of Wealth Planning at the time of this interview. She was promoted to Managing Director of Wealth Strategy in Jan. 2022….

Meet the Curi Capital Team: Spotlight on Cameron Rosenow, Private Wealth

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 necessary to…

1 2 3

Curious to read more?

Get expert insights and curated content delivered right to your inbox.

SUBSCRIBE