Personalized Guidance for Your Financial Journey While our office’s roots are in Denver, we are proud to serve clients from across the region. Our Denver 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.
A Doctor’s Dilemma: Pay Off Student Loans Early or Invest?
August 13, 2025
Byline Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager
As a physician, you've spent years investing in your education and training. Now, you're finally earning a strong income, but you’re also likely facing substantial student loan debt. A common question we hear from early-career physicians in this position is: “Should I pay off my student loans early or invest my excess income?”
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Joanna Hootnick, Business Development Officer
Education: BA in Government, Harvard College , MEd in Politics & Education, MA in Higher & Post-Secondary Education, Columbia University , MBA in Finance, New York University
Affiliations: Harvard College Fund, National Participation Chair
Previous Experience: RevUp Growth Partners, Consultant , University of Denver, Associate Vice Chancellor of Campaigns and University Advancement , Teach for America, Vice President, Leadership Gifts Officer , Columbia University, Executive Director for Campaign Planning and Analysis
Joanna Hootnick joined the Curi Capital team in 2025 as a Business Development Officer in our Denver office. With more than two decades of experience in philanthropy, she most recently led strategy fo
Keeping Focus: The Knowns and Unknowns of Tariff Policy
April 9, 2025
Byline Seth Davis, CPWA®, CFP® Partner, Managing Director
While walking my dog over the weekend, I noticed how green the grass has become this past week as spring continues to bloom. It made me realize that every year I feel the same sense of optimism when the grass changes from brown to green. Obviously, I knew in advance that this seasonal change was coming—and still, I found myself a touch surprised when it happened. As my walk continued, I started thinking about what else I know and don’t know, and my thoughts quickly drifted to what’s happening in the market.
Preparing Your Finances for a Strong Year-End Finish
November 11, 2024
Byline Josh Rauterkus, CPWA®, CFP®, Wealth Advisor
The end of each year is the perfect time for reflection on the status of the resolutions and goals you made at the start. As 2024 draws to a close, assessing your financial situation and plan for the upcoming year should be on your to do list. Year-end planning is a critical component of trying to maximize your current financial position and strategizing to achieve your future goals. I’ve laid out some important steps to prepare your finances as the clock counts down to 2025. Review Your Financial Goals
Why Financial Education and Confidence Matter for Women
November 4, 2024
Byline Olive Mitchell, CFP®, Wealth Advisor
October 28, 2024 marked the 50th anniversary of the Equal Credit Opportunity Act, which outlawed discrimination in access to credit on the basis of sex. Despite great strides in women’s access to financial resources in recent decades, an equity gap still persists – equity in financial education, representation in the industry, and effective planning for women.
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Virginia Wu, V.P., Wealth Advisor
Education: BA, International Studies, North Carolina State University
Previous Experience: A&I Wealth Management, Wealth Manager , Fidelity Investments, Financial Consultant
As a Wealth Advisor for Curi Capital, Virginia is responsible for creating and managing comprehensive financial plans for successful individuals and their families.
Essential Discussions for Couples Before Marriage
June 24, 2024
Byline Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager
While marriage is a lovely symbolic union of two people’s lives, it is also a significant financial turning point. Love might conquer many obstacles, but it's no secret that financial matters can put a strain on even the strongest relationships. Whether you plan to merge finances after marriage or maintain some degree of financial separation, it's crucial for couples to engage in open discussions about money before tying the knot. With that in mind, here are what I consider to be essential financial discussions every couple should have before saying "I do."
Senior Wealth Advisor Virginia Wu Joins Denver Advising Team
June 18, 2024
Curi RMB Capital’s Denver office recently added another experienced professional to its wealth management team. Virginia Wu, CFP®, has joined the firm as senior wealth advisor.
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Foster Zinn, Wealth Management Associate
Education: BS in Finance, Wake Forest University
Previous Experience: Charles Schwab, Financial Service Representative , Smith Capital Investors, Summer Analyst
Foster joined Curi Capital as a Wealth Management Associate. He is responsible for providing support to Wealth Advisors by gathering the necessary data to manage client relationships.