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Our video series explores six common financial concerns physicians encounter, and how our team of experienced, accessible advisors can help you prepare for long-term financial wellness.
We help you build true wealth, however you define it. Enjoy the videos below.
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.Read More
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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.