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Prescribing a richer life for you, your family, and your future.

Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer

This month, we sat down with Beth Dalton, Chief Compliance Officer, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her career, and…

Meet the Curi Capital Team: Spotlight on John Day, Managing Director of Equities

This month, we sat down with John Day, Managing Director of Equities, to discuss the evolution of the industry and his career, shift to the Curi Capital team following the…

The Waypoint: Q3 2022 Market Commentary

Navigators use waypoints to ensure they’re on the correct path. While a flight path may look like a straight line on a map, it’s actually a series of very minor…

Meet the Curi Capital Team: Spotlight on Jon Autry, Director of Private Investments

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…

Exploring Business Owner Exit Strategies for Physicians

With the pressures on private practices showing no signs of letting up, it’s essential that physicians understand their options for exiting practice ownership—and the financial implications of each.

Nowhere to Hide: Q2 2022 Market Commentary

Bond investors may be in for an unwelcome surprise when they open their first quarter portfolio statements. Bonds were not the haven they’ve been in the…

Meet the Curi Capital Team: Spotlight on Tina Jacobs, 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 Jessica Vester, 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…

Russia Invades Ukraine: Feb. 2022 Market Flash

The waiting is over. After weeks of wondering whether Russia will invade Ukraine, we have our answer. Russia invaded Ukraine overnight in what’s been called, “the…

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…

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Curi Wealth Management, LLC, dba Curi Capital is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital's current written disclosure brochure filed with the SEC which discusses among other things, Curi Capital's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.