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.