Committed to you and your outcomes

Curi Capital was founded by physicians to create a nationally recognized and trusted financial advisory firm serving individuals, families, and businesses with their personal wealth and workplace retirement plan needs. We are deeply committed to fostering relationships among our team, our clients, and partners—all with the goal of improving our clients’ outcomes.


Created to be better.
Just for you.

Growth Mindset

We keep our edge and are comfortable with change.


We measure our success not by what we say, but by the outcomes and goals achieved by our actions.


We actively listen and are eager to learn, pursue innovative ideas, and embrace change as we set aspirational goals.


We recognize the power that diversity, inclusion, and transparency hold in achieving our goals.


Together, we selflessly pursue our goals with integrity, intentionality, and perseverance.


We approach each day with a common goal to serve our clients, our colleagues, and our communities with our talents and resources.


All of us. Here for you.

Meet our team of experienced and accessible wealth, investment, and workplace retirement plan advisors. All focused on helping you build your version of wealth.

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Curious to know more?

Connect with our team to learn how we can help you, your family, or your business.

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Curi Wealth Management, LLC, dba Curi Capital is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital's current written disclosure brochure filed with the SEC which discusses among other things, Curi Capital's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.