Chicago - Western Suburbs Wealth Management Team
A Financial Advocate in Your Corner At Curi Capital, we believe that everyone should have access to a clear roadmap for their financial future. Our Western Suburbs team provides personalized financial planning tailored to your unique goals, helping you make confident, informed decisions. Our roots run deep in the local community, and we’re passionate about helping neighbors like you plan for your financial future.
You’ve made a career of helping others. We’re here to help you.
The Power of Financial Planning for Female Breadwinners
February 18, 2025
Byline Olive Mitchell, CFP®, Wealth Advisor
Women today are starting businesses, breaking barriers in male-dominated industries, and climbing corporate ladders faster than ever before. Over the past decade, the percentage of women in C-suite positions has risen by 12%, and a survey of business owners who started their companies in 2023 found more female founders than male.1 However, this progress has also shed light on a new challenge. Many female breadwinners find themselves stretched thin, balancing financial responsibilities with household management.
How Much Should You Save to Achieve Your Financial Goals?
February 13, 2025
Byline Ryan Emerson, S.V.P., Director of Wealth Builder
Saving money is one of the most important steps you can take toward financial well-being, but figuring out how much to save and where to put that money can feel overwhelming. Whether you're planning a major purchase, saving for your child’s education, or dreaming of a secure and fulfilling retirement, having a savings plan that works for you can bring peace of mind and financial confidence. While there’s no one-size-fits-all approach to saving, here are some tips to help you get started.
Investing Made Simple: A Beginner's Guide
February 13, 2025
Byline Barb Black, CFP®, Partner, Senior Wealth Manager
As a professional in the early stages of your career, you’ve invested significant time and effort into your education. The rigorous demands of building a career can leave little time for catching up on the rest of life. If financial planning has fallen on the backburner these last few years, taking a few simple steps to start investing today can help set the stage for a more secure financial future. Principles of Smart Investing
Nine New Partners Announced for 2025
February 4, 2025
Curi RMB Capital is proud to announce nine team members have been named partners of the firm in 2025. With the addition of this group, the firm’s partnership program totals 75 partners employees.CEO Dimitri Eliopoulos celebrated the group by saying, “This is an extraordinary group of individuals who have demonstrated an unwavering commitment to serving our clients both on the front lines and behind the scenes. They enable Curi RMB Capital to do its very best work and I am thrilled to recognize them as partners.”
Henry Burke Joins Curi RMB Capital as Lead Advisor
January 28, 2025
Curi RMB Capital is pleased to welcome Henry Burke, CRPC™, as a Lead Advisor in our Chicago office. Henry joins the firm’s Wealth Builder team, focusing on bringing foundational financial planning to individuals and families.
The Old Fashioned: January 2025
January 23, 2025
Subtitle Volume 6: January 2025
Byline Trevor Isham, Partner, Senior Wealth Manager
IntroductionHappy New Year! The content of our team’s annual letter is divided into four sections:One: A reiteration of those fundamental philosophies we hold to be true in the world of financial planning and investing. Two: A recap of the year from an investment perspective. As a reminder, we are not predictors of the market, and it would be detrimental to think anybody had that skill. However, I think it’s informative to look back on where we have been as further edification of the fundamental philosophies.
Interest Rates, Inflation, and the Fiscal Deficit
January 23, 2025
We recently took a look at interest rates, inflation and the fiscal deficit. Download a high resolution PDF with key takeaways.