Curi RMB Capital Named a Top Independent High-Net Worth Advisor by InvestmentNews
April 2, 2025
Curi RMB Capital has been named to InvestmentNews’ Top Independent High-Net-Worth Advisors 2025, an industry ranking that highlights exceptional independent firms in the U.S. Firms on this list are recognized by region, with Curi RMB Capital recognized in the Midwest region.
Minimizing Risk to Your Nest Egg and Legacy as a Single Woman
March 18, 2025
Byline Erica Tarantur, CIMA®, CFP®, Partner, Senior Wealth Advisor
It's a surprising statistic, but studies show that most women die single.1 For some, living independently is a choice, while others find themselves single due to unforeseen circumstances like divorce or widowhood. Regardless of the reason, this reality highlights the need for women to take an active role in their financial planning.
Navigating Worries When Uncertainty Gets the Best of Us
March 18, 2025
Byline Seth Davis, CPWA®, CFP® Partner, Managing Director
Take a moment to think about the markets and the world around us. If you are feeling uneasy or exhausted from the pace of change... you’re not alone. We are hearing this from our clients and it’s understandable.
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Paige Vega, Client Service Administrator
Education: Bachelor of Science, University of Wisconsin-River Falls
Previous Experience: TRIA Orthopedics, Rehab Administrative Assistant
Paige joined Curi RMB Capital in 2025 as a Client Service Administrator. She supports advisors and clients as a member of the Minneapolis Client Service team. Before joining the firm, she spent two yePeople Image
Brandon Albin, Client Service Administrator
Education: BS in Hospitality Management, Johnson & Wales University
Affiliations: Disney College Prep Alumni
Previous Experience: Merryl Lynch, Operations Specialist
Brandon joined Curi RMB Capital as a Client Services Administrator in 2025. He manages compliance documents, client files, and account maintenance, while resolving custodial issues and supporting inte
8 Common Tax Considerations for Physicians
March 11, 2025
Byline Duncan Gibson, Partner, Wealth Advisor
Physicians face unique financial challenges due to their high-income potential, complex compensation structures, and significant tax liabilities. Proper tax planning with the help of a financial advisor and accountant can significantly impact a physician's near-term and long-term tax bill. Here are several common tax strategies that I suggest physicians consider as part of their larger financial picture. 1. Choosing the Right Business Entity
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.
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Natalie Brekken, Wealth Management Associate
Education: University of Wisconsin-Madison
Affiliations: Special Olympics Chicago, Co-chair of the Young Professionals Board
Previous Experience: Ecolab, Associate Financial Analyst II, Finance Development Program
Natalie joined Curi RMB Capital in 2025 as a Wealth Management Associate. She graduated with a Bachelor of Business Administration from the University of Wisconsin-Madison. Prior to joining the Chicag