| Curi Capital

Chicago Wealth Management Team

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.

Desk with a notebook and stethoscope on it

A Doctor’s Dilemma: Pay Off Student Loans Early or Invest?

August 13, 2025

Byline Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager

As a physician, you've spent years investing in your education and training. Now, you're finally earning a strong income, but you’re also likely facing substantial student loan debt. A common question we hear from early-career physicians in this position is:  “Should I pay off my student loans early or invest my excess income?” 

Market Commentary: Summer Breeze

August 13, 2025

Key Takeaways

Bridging the Wealth Gap: How Women Can Invest with Purpose at Every Life Stage

August 11, 2025

Byline Mohini McCormick, CFP®, Senior Wealth Advisor

When we talk about the gender wealth gap, most conversations start with pay. And while income inequality is a foundational issue, the real compounding factor is how that income is (or isn’t) invested over time.

Unlocking the Triple-Tax Advantage of Health Savings Accounts

August 5, 2025

Byline Ryan Emerson, S.V.P., Director of Wealth Builder

Would you believe there’s a financial tool that allows you to grow your wealth, pay for healthcare expenses, and enjoy significant tax advantages all at once? For individuals enrolled in high-deductible health plans (HDHPs), this opportunity is already available through a Health Savings Account, or HSA.

Jenn Shepard featured in Sheridan Road magazine

Jenn Shepard Profiled in North Shore Money

August 4, 2025

Jenn Shepard, CFA®, CPWA®, CDFA®, CFP®, V.P. and senior wealth advisor in Curi Capital's Chicago North Shore office, was profiled in the North Shore Money issue of Sheridan Road Magazine. “Too often, people feel constrained by their wealth and the fear that a poor decision will lead to negative outcomes. I want to change the dynamic to put my clients in control and let them own the path of their financial destiny," Jenn says in the article.

Spending Cuts and the Federal Deficit

July 23, 2025

We recently took a look at the impact of the One Big Beautiful Bill Act (OBBBA) on spending cuts and the federal deficit. Download a high resolution PDF with key takeaways.

Tariff Revenue

July 23, 2025

We recently took a look at the impact of the One Big Beautiful Bill Act (OBBBA) on tariff revenue. Download a high resolution PDF with key takeaways.

#57 Financial Advisor Magazine 2025 Top RIA List

2025 Financial Advisor RIA Rankings

July 22, 2025

Curi Capital proudly announces its inclusion on the FA 2025 RIA Ranking, securing the #57 spot among the nation’s top Registered Investment Advisory firms. Published in July 2025 and based on year end AUM as of December 31, 2024, the ranking reflects performance from over 360 participating independent RIAs. The firm is included on the list under its previous name, Curi RMB Capital, which changed on July 1, 2025. 

Key Takeaways: One Big Beautiful Bill and the Federal Deficit

One Big Beautiful Bill Act and the Federal Deficit

July 17, 2025

We recently took a look at the impact of the One Big Beautiful Bill Act (OBBBA) on the federal deficit. Download a high resolution PDF with key takeaways.

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