Help your people take the first steps toward a secure retirement

We provide 401(k), cash balance, pension, and non-qualified plan consulting services, helping you assess and build the right retirement plan for the people in your organization. Our comprehensive and measurable approach is designed to improve outcomes for all of your employees—whether they’re entry-level, senior leaders, or at any level in between.

Investment Management

Investment selection, performance monitoring, and recommendations for replacement when changes are necessary

Fiduciary Process Management

Comprehensive and ongoing planning, fiduciary guidance, training, and support to mitigate potential liabilities

Service Provider Management

Assistance in managing all of your vendor relationships, including fee benchmarking, product and service evaluation, and new provider selection

Plan Design Optimization

Assessments of various plan design options to explore how potential changes may increase participants’ retirement readiness and impact the organization’s bottom line

Participant Advice and Education

Custom plan designed to put participants on track for retirement and increase their financial wellness

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Ready to build a bright future for your team?

Connect with our team to learn how we can help you, your people, and your business.

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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.