Financial planning doesn’t have to be complicated.
A career, a family, a next chapter, a retirement that holds up. Whatever you’re working toward, Wealth Builder is for people like you. No complexity. No jargon. Just thoughtful guidance, designed to keep up with the life you’re building.
Sophisticated advice, simply delivered.
Traditional wealth management is built for maximum depth. For some clients, that’s more than they need — but a digital platform that leaves them on their own isn’t the answer either. Wealth Builder fills that gap with real expertise and a real relationship. A plan built around what you’re building. A platform that keeps your full picture in view. And a team you can reach when you need them.
Our Services
Foundational Financial Planning
A life-based approach to financial planning, built around you. Your advisor takes the time to understand where you are and where you’re headed, then builds a plan tailored to your vision.
MyBlocks
MyBlocks is an interactive financial planning platform, bringing your full financial picture together in one place. From scenario planning and goal tracking to monitoring progress over time, it gives you a clear view of where you stand, whenever you want to check in.
Investment Strategies
Your plan is built on the same proprietary investment strategies Curi Capital uses across the firm. Our sophisticated, in-house management is here to grow with you as your goals and circumstances evolve.
Meet the Wealth Builder Team
Here are the people you’ll actually be working with, each bringing a specialty that helps you get the most out of your plan.
Let’s Chat.
Schedule a free 30-minute conversation with Ryan. It’s a chance for us to get to know you, understand your goals, and walk you through how Wealth Builder might be the right fit for your financial life. No pitch, no pressure. Just a real conversation.
Managing Director of Wealth Builder
Janelle McCreary, CFP®
Senior Lead Advisor
Henry Burke, CRPC, CFP®
Lead Advisor
Alex Koncilja
Lead Advisor
Sarah Ward, AIF®, CFP®
Lead Advisor
John Weber IV, CKA®, CFP®
Lead Advisor
Ally Nguyen
Advisor Associate
Let’s start with a conversation.
Whether you’re mapping out the next chapter or just want to know what working with us looks like, we’d be glad to talk. No pitch, no pressure.
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Curi Capital is a registered investment adviser.