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Our parent company, Curi, has been protecting the livelihood of physicians and physician practices for more than 45 years. This partnership has given us insight into the issues and circumstances unique to physicians and their businesses. With comprehensive wealth management services, institutional-grade investment strategies, and a holistic approach to practice retirement plan consulting, you can trust we’re not just looking out for your assets. We’re caring for the health of your future.

Six Common Financial Concerns for Physicians

The financial needs of physicians present several unique challenges. Cultural perceptions of doctors set them apart from other professionals, and many of these individuals are likely to encounter situations and circumstances that are uncommon in industries outside of healthcare.

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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.