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Erin Rogers
Designation: CFP®, CSLP®
Languages: English
Curi Capital’s registered investment adviser subsidiary, Curi Wealth Management, LLC, is a full-service, fee-only adviser that provides personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra high-net-worth families and businesses.

Business Information

Curi Capital’s registered investment adviser subsidiary, Curi Wealth Management, LLC, is a full-service, fee-only adviser that provides personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra-high-net worth families, and businesses.

We’re a solutions-based firm with a high-touch, client-centric focus. We take a team approach to investment management and planning that emphasizes collaboration and innovation at the highest level.

We were founded on the idea that achieving true wealth can mean something different to everyone. It could be providing for loved ones, enjoying life’s pleasures in retirement, or the peace of mind that comes with being prepared for unexpected twists and turns.

Business name: Curi Capital
Email: erin.rogers@curicapital.com
Business phone: +19842022812
Focus areas: Comprehensive financial planning, Retirement planning, Student loans
License: 5947817
Other license: Comprehensive financial planning, Retirement planning, Student loans

Disclaimer

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Address

700 Spring Forest Road Suite 235
City: Raleigh
State: NC
Zipcode: 27609

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