Our Wealth Management Services
Taking an integrative approach to help you build true wealth
Strategic and regular assessment of your portfolio and trends in the market to drive long-term value for you and your family.
Assessment of your planned savings and cash flow trends to help you meet your education, giving, and lifestyle goals.
In-depth evaluation of your balance sheet and guidance on tools to help protect your personal assets at various stages in your financial life.
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.
Analysis of your business goals and the path for a future exit, including support in evaluating buy-sell agreements with partners to minimize surprises.
Assessment and tailored planning to help you find the path to efficient loans that work for you.