Giving with Purpose: How Women Are Shaping the Future of Philanthropy
September 15, 2025
Byline Margot Bunn, CFP®, V.P., Relationship Manager, Family Office Services Kristen Roder, CPWA®, CFP®, V.P., Relationship Manager, Family Office Services
Key Takeaways Women now control more than half of U.S.
2025 Barron's Top 100 RIA Firms
September 12, 2025
Curi Capital was once again recognized by Barron’s as one of the Top 100 RIA Firms in the nation, maintaining its position at #55 on the 2025 list. The ranking was released on Barron’s website on September 12, 2025. “We are honored to once again be recognized among the top RIA firms in the country,” said CEO Dimitri Eliopoulos. “This recognition reflects the dedication of our team and the trust our clients place in us. As we continue to grow, our focus remains the same: delivering high-quality service and long-term value to the clients we are privileged to serve.”
What Shapes Your Credit Score and How to Strengthen It
September 10, 2025
Byline Ryan Emerson, S.V.P., Director of Wealth Builder
Key Takeaways Your credit score affects your ability to get credit and secure lower interest rates.
Smart Financial Moves for Physicians Who Moonlight or Work Locum Tenens
September 4, 2025
Byline Brian Klein, CWS®, CFP®, V.P., Wealth Advisor
Key Takeaways Plan for taxes: As an independent contractor, you’re responsible for setting aside money for income and self-employment taxes.
Washington D.C. Wealth Management Team
Personalized Guidance for Your Financial Journey From our office in the heart of the nation's capital in Washington, D.C., we’re proud to serve clients throughout the District, the Mid-Atlantic, and beyond. Our Washington, D.C. Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice.
St. Joseph Wealth Management Team
Personalized Guidance for Your Financial Journey Situated along the shores of Lake Michigan in St. Joseph, MI, we’re proud to support clients across the region. Our St. Joseph 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.
Minneapolis Wealth Management Team
Personalized Guidance for Your Financial Journey While our office is based in the heart of Minneapolis, we’re proud to support clients across the Twin Cities metro and the surrounding region. Our Minneapolis Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice.
Chicago - North Shore Wealth Management Team
Personalized Guidance for Your Financial Journey Located just north of Chicago in Lake Forest, our North Shore 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.
Personalized Guidance for Your Financial Journey While our office’s roots are in Denver, we are proud to serve clients from across the region. Our Denver 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.