Chicago - Western Suburbs Wealth Management Team
A Financial Advocate in Your Corner At Curi Capital, we believe that everyone should have access to a clear roadmap for their financial future. Our Western Suburbs team provides personalized financial planning tailored to your unique goals, helping you make confident, informed decisions. Our roots run deep in the local community, and we’re passionate about helping neighbors like you plan for your financial future.
The Power of Financial Planning for Female Breadwinners
February 18, 2025
Byline Olive Mitchell, CFP®, Wealth Advisor
Women today are starting businesses, breaking barriers in male-dominated industries, and climbing corporate ladders faster than ever before. Over the past decade, the percentage of women in C-suite positions has risen by 12%, and a survey of business owners who started their companies in 2023 found more female founders than male.1 However, this progress has also shed light on a new challenge. Many female breadwinners find themselves stretched thin, balancing financial responsibilities with household management.
Investing Made Simple: A Beginner's Guide
February 13, 2025
Byline Barb Black, CFP®, Partner, Senior Wealth Manager
As a professional in the early stages of your career, you’ve invested significant time and effort into your education. The rigorous demands of building a career can leave little time for catching up on the rest of life. If financial planning has fallen on the backburner these last few years, taking a few simple steps to start investing today can help set the stage for a more secure financial future. Principles of Smart Investing
Financial Checklist for Early-Career Physicians
January 9, 2025
Byline Jake Eischens, CFP®, Partner, Wealth Advisor
As a new physician, you’ve likely spent many years focusing on medical education and clinical training, with little time to consider personal finance. However, the financial decisions you make early in your career can set the stage for long-term financial success and security. This checklist is designed to help you navigate key financial steps, from managing student loans to planning for retirement, while ensuring you build a strong foundation for your future. What is Your Financial WHY?
Harry Quimby, Wealth Management Associate
Education: BA in Organization and Management Studies, Gettysburg College
Previous Experience: Investment Specialist, Client Representative, Vanguard
Harry is a Wealth Management Associate based out of Curi RMB Capital’s Washington, D.C. office. Harry assists with financial planning duties and administrative functions, working with wealth advisorsThe Raleigh Wealth Management Team
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.
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
Centralized Client Service Team
All of Us. Here for you. Located across eight Curi Capital offices nationwide, our centralized client service team plays a vital role in meeting clients’ everyday business needs. Our team-based approach helps ensure that your request is addressed by an experienced and knowledgeable member of our team in a timely manner. This team is part of the heart of our commitment to client satisfaction and deep relationships.
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.
How Physician Parents Save for College
September 23, 2024
Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor
With the back-to-school season upon us, this is a great time to reassess your college savings plan for your children. As a physician, we know you have unique considerations and opportunities when planning for your children’s college education. Early preparation is key, so let’s go over four key questions to help for proper and effective planning. 1. What is the estimated cost?