Personalized Guidance for Your Financial Journey

While our office’s roots are in the City of Oaks, we are proud to serve clients from across the region. Our Raleigh 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. 

All of Us. Here for you.

Located in the capital city of North Carolina, our team of experienced, accessible advisors actively listen and proactively create tailored solutions that help you build your version of wealth; however you define it. Our client-centered approach pinpoints your financial circumstances to help improve your outcomes and create a lasting legacy for you and your family. 

With Specialized Advising Needs in Mind

Curi Capital’s Raleigh team has a rich history of collaborating alongside our parent company, Curi. This experience equips many members of our team with unique insights and expertise in serving the financial needs of physicians. Whatever your background and unique needs, we’re excited to work with you.

Trust us, we’re certified

What do our certifications mean to you?

• A CERTIFIED FINANCIAL PLANNER™ (CFP®) is a financial professional who has earned accreditation by meeting rigorous education, training, and ethical standards. CFP® professionals are fiduciaries, which means they have a duty to always act in their clients’ best interests—so you can trust that their advice truly puts you and your needs first. 
• A Chartered Financial Analyst (CFA®) is a professional who has demonstrated expertise in investment management and financial analysis. It is one of the most rigorous certifications that a financial professional can earn and a highly respected credential in the field.
• A Certified Public Accountant (CPA) is a state-licensed professional who meets high standards of knowledge and experience to practice accounting. Having a CPA on your advising team can help ensure you receive the tax planning and accounting guidance that is right for you.1 CEPA®
• The Certified Investment Management Analyst® (CIMA®) is a financial professional who provides sophisticated investment advice through insightful guidance, portfolio construction, portfolio management, and risk management for individual and institutional clients.
• A Certified Exit Planner (CExP™) helps business owners with exit planning, which is a strategy for how to sell or leave a business. This can include selling at maximum profit, taking the business public, transferring ownership, or writing and implementing an exit strategy.
• A Certified Trust and Financial Advisor (CTFA) offers expertise in trust administration and financial advising. A CTFA is particularly focused in advising clients in areas such as fiduciary and trust activities, financial planning, tax law and planning, investment management, and ethics.