Wealth Management

Female breadwinner reviewing financial plan

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.

Young woman with notepads looking at laptop

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 

Personal Finance 101: Foundational Tips for Women to Build Wealth with Confidence

January 15, 2025

Byline Janelle McCreary, CFP®, Wealth Advisor

For women, building wealth is about much more than financial security. It’s about creating opportunities, achieving independence, and paving the way for future generations. Women face unique financial challenges, such as the gender wage gap and lower retirement savings, on average, compared to men—yet these obstacles don’t define your financial journey. By embracing smart financial strategies and leveraging your strengths, you can take control of your finances. 

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 advisors

The 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. 

Woman in red running shirt crossing finish line with her arms in the air

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.  

Chain links with digital numbers all over

Protecting Yourself from Financial Fraud in the Digital Age

September 16, 2024

Byline Janek Pedersen, CFP®, Partner, Wealth Advisor

We live in an increasingly digital world, making financial fraud more prevalent, sophisticated, and an overall higher risk. While online banking, shopping, and investing offer extreme convenience, engaging in these digital financial activities also come with the risk of exposure to various types of fraud. As technology advances, so do the opportunities for fraudsters. How can you protect yourself from their methods? Here are several strategies that address these evolving threats.  Adopt Strong Digital Security Practices

Meghan Hayes, Client Service Administrator / Office Coordinator

Education: Bachelor of Fine Arts in Musical Theatre, Millikin University

Previous Experience: Business Officer – TD Securities Automated Trading , Administrative Employee – Millikin University Office of Admissions

Meghan joined Curi RMB Capital in 2024 as a Client Service Administrator. She is in the Minneapolis office and supports the advisor team, as well as Curi RMB Capital clientele. Meghan joins the firm f

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