Personalized Guidance for Your Financial Journey

Though we’re headquartered in the Windy City, we proudly serve clients nationwide. Our Chicago Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice. Coupling the knowledge of your objectives, preferences, and risk tolerance with our comprehensive wealth advisory services, we can better guide you on your financial journey—wherever you want it to take you.

All of Us. Here for you.

Our team of experienced, accessible advisors actively listen and proactively create tailored solutions that help you build your version of wealth, however you define it. Our client-centered approach pinpoints your financial circumstances to help improve your outcomes and create a legacy for you and your family.

Experienced and Specialized Support

Our Chicago financial planning team brings together a diverse range of knowledge and experience to help guide your financial journey. From investment strategies and retirement planning to tax optimization and financial planning for physicians, each advisor on our team offers specialized knowledge to address your unique needs. With our collaborative team approach, you’ll receive personalized guidance from professionals who understand the complexities of your situation and the specific goals and priorities that drive your financial plan.

Curi Capital’s Chicago team has a rich history of collaborating alongside our parent company, Curi. This experience equips many members of our team with unique insights and expertise in serving the financial needs of physicians. Whatever your background and unique needs, we’re excited to work with you.

Trust us, we’re certified

What do our certifications mean to you?

• A CERTIFIED FINANCIAL PLANNER™ (CFP®) is a financial professional who has earned accreditation by meeting rigorous education, training, and ethical standards. CFP® professionals are fiduciaries, which means they have a duty to always act in their clients’ best interests—so you can trust that their advice truly puts you and your needs first.
• The Certified Investment Management Analyst® (CIMA®) is a financial professional who provides sophisticated investment advice through insightful guidance, portfolio construction, portfolio management, and risk management for individual and institutional clients.