Our Wealth Management Services
Taking an integrative approach to help you build true wealth
Watch Video
Personalized guidance for your financial journey
Your financial goals are your own. So, why treat them like everyone else’s? We believe in building a relationship with you to understand your needs and to tailor our advice. By knowing your objectives, preferences, and risk tolerances and by taking a full-balance-sheet approach to wealth management, we can better guide you on your financial journey—wherever you want it to take you.
Investment Management & Asset Allocation
Strategic and regular assessment of your portfolio and trends in the market to drive long-term value for you and your family.
Retirement & Cash-Flow Planning
Assessment of your planned savings and cash flow trends to help you meet your education, giving, and lifestyle goals.
Asset Protection & Risk Analysis
In-depth evaluation of your balance sheet and guidance on tools to help protect your personal assets at various stages in your financial life.
Estate, Tax, & Legacy Planning*
Customized and comprehensive guidance on your estate, designed to help you build a lasting legacy.
*Curi Capital does not provide legal advice and individuals should seek guidance from their legal advisors.
Business Succession & Transition Planning
Analysis of your business goals and the path for a future exit, including support in evaluating buy-sell agreements with partners to minimize surprises.
Debt Management & Lending Solutions
Assessment and tailored planning to help you find the path to efficient loans that work for you.
Get in touch
Ready to take control of your financial life?
Connect with our team to learn how we can help you, your family, and your business.
Contact Us