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Nurturing Generosity: Teaching Philanthropic Values Across Generations

Senior Wealth Manager, Sheldon Fox, shares insights into how philanthropic values and a culture of giving can be shared across generations.

Targeting the Financial Needs of Women Physicians

Frances Cronlund explores the unique financial needs of women physicians and how a deeper understanding can help them achieve financial well-being.

Merger Information

We’re proud to announce the close of the Curi Capital and RMB Capital merger—a partnership that will unlock new opportunities and value for our clients and for our team. Together,…

Breaking Down Barriers: Private Markets Open their Doors to Individual Investors

Venture capital, growth equity, leveraged buyouts, private credit, and real assets. The names themselves bring an air of exclusivity.  These asset classes have been around for decades with well-established roles…

FAST FACTS: “Catching Up” on Your Retirement Savings

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Meet the Curi Capital Team: Spotlight on Katie Strother, 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 clients meet their goals…

Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management

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 through a wide range of financial services and solutions—and we’d love for you to meet them.

When Budgets Need to Budge

Frances Cronlund explores the importance of setting a budget – even when the process is uncomfortable.

Meet the Curi Capital Team: Spotlight on Cindy Pittman, Senior Research Analyst

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…

The Importance of Asset Protection for Physicians

Recently our teenage daughter achieved one modern milestone of autonomy– she passed her driver’s license test. While a first-edition license is one hallmark of independence, it’s also the gateway to…

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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.