Wealth Management

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. 

Two Curi RMB Capital Advisors Spotlighted at InvestmentNews Women Advisor Summit

June 11, 2024

Two wealth advisors from Curi RMB Capital spoke at a recent national conference focused on enhancing opportunities and building community for women in the financial services field.  

Physician reviewing content with a financial advisor

Taking a Niche Approach to Wealth Management

June 7, 2024

Byline Dimitri P. Eliopoulos, CFP®, CPWA®, Partner, Chief Executive Officer

The wealth management industry is big, and it’s easy to see why. According to the Federal Reserve, at the close of 2021, the cumulative U.S. household net worth topped $150 trillion for the first time in history (though it since decreased to $143 trillion as of September 2022), and many Americans turn to financial professionals for help preserving their wealth.

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.

Hattie Warner, Wealth Management Associate

Education: B.S. in Business Administration with a concentration in Marketing and a minor in Political Science, North Carolina State University

Previous Experience: First Citizens Bank, Portfolio Strategist Specialist

Dollars and Purpose: What does your money say about who you are?

May 16, 2024

Byline Trevor Isham CFP®, Partner, Senior Wealth Manager

Many of us share the same goal, to live a life filled with purpose and meaning. We take the limited time we’ve been gifted seriously and want to maximize our joy while positively impacting the world, and, more importantly, the people around us. 

Three generations of women standing together

The Great Wealth Transfer: IRA Management for Today and Tomorrow

May 13, 2024

Byline Olive Mitchell, CFP®, Wealth Advisor

The Great Wealth Transfer We are currently in the middle of the Great Wealth Transfer in the United States. According to a research report done by Cerulli Associates, $84.4 trillion in wealth will be transferred from households to heirs and charities between 2021 and 2045.1 Many of these dollars will reach beneficiaries in the form of inherited traditional IRAs, Roth IRAs and 401(k) accounts.2 

Multigenerational family at a dinner table outside a house, with a grandfather and two grandchildren on his lap at the center

Legacy Planning 2.0: Modern Solutions for Transferring Wealth Across Generations

May 1, 2024

Byline Charlie Brey, CFP®, Partner, Senior Wealth Manager

Passing wealth to the next generation is not just about financial security; it's about creating opportunities and leaving a lasting legacy. While traditional methods like wills and trusts are common, there are unique and strategic ways to ensure your assets benefit your heirs efficiently and effectively. Be sure to consult with your financial advisor and estate attorney about how to best implement your gifting and legacy plans. Gifting During Your Lifetime 

Carrie Spounias, Administrative Assistant

Previous Experience: Sebold Capital Management, Inc., Office Administrator , Carotec Inc., Office Manager

Caroline (Carrie) comes to Curie RMB with over 25 years of office management and administration experience. Carrie has a strong background in overseeing office operations, and providing excellent cust

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