Wealth Builder
Wealth Builder delivers foundational financial planning suited to your needs—whether your finances are simple or complex. You deserve hands-on guidance and seamless support to create the future you envision. With experienced advisors and a team-based approach, we help you stay on track, so you can focus on what matters most.
What Makes Us Different
Whether you’re in your prime earning years or managing your way through retirement, Wealth Builder meets you where you are and helps you plan a better path forward. Maybe you’re looking ahead to a child’s college education, paying off debt, or saving for your next big adventure. As part of the Curi Capital family, we offer Wealth Builder clients investment tools and strategies suited to their family and circumstances.
Our Technology-Based Approach
Wealth Builder makes managing your finances easy with MyBlocks, an online financial planning tool. Our platform gives you access to your information with the click of a button, offering what we consider to be the best of both worlds: a hands-on planning approach paired with the guidance of our advising team.
Featured News & Insights
As you review the content below, please be aware that on January 1, 2024, RMB Capital officially merged with Curi Capital to become Curi RMB Capital and then on July 1, 2025, the firm officially changed its name from Curi RMB Capital back to Curi Capital.
Meet the Wealth Builder Team
Coming soon!
Contact
Would you like to learn more about Curi Capital Wealth Management or schedule a call? We’d be happy to speak with you.