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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…

Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations 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…

Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services

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…

Breaking Down DOL Brokerage Window Guidance and Cryptocurrency Accounts

WHAT’S HAPPENING? Recently, the U.S. Labor Department issued new 2022 guidance regarding 401(k) retirement plans that offer, or are considering offering, investments in cryptocurrency and/or self-directed…

Understanding Workplace Savings

The phrase “workplace savings” doesn’t mean much to most people. If pressed, they might guess that you’re referring to a 401(k)-retirement plan. And for the most…

Yours, Mine and Ours? When Couples Navigate Money Discussions

When you and your partner start to map out common financial goals, your relationship enters a new territory—the money talk. Your goals may start out short-term…

10 Steps to Take 10 Years Before Retirement

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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.