Proactive consulting solutions that help you protect, optimize, and grow your organization with confidence. Learn More
Experienced consultants and comprehensive risk mitigation resources provided with your Curi policy. Learn More
Customized financial, HR, strategic, and operational solutions delivered by a team with real-world practice management experience. Learn More
Tailored strategies designed to improve patient safety and reduce MPL risk for your organization. Learn More
Specialized financial advice and sophisticated investment solutions designed to preserve and grow your assets. Learn More
Comprehensive financial planning and investment solutions that allow you to focus on living. Learn More
Personal solutions for multi-generational families in support of reaching their goals for preserving, growing, and transferring wealth. Learn More
Foundational financial planning that meets you where you are and helps you build a better path forward. Learn More
Investing with conviction, focused on long-term, active investment strategies. Learn More
Customized consulting focused on all aspects of a retirement plan. Learn More
Proactive solutions that protect you, your organization, and your people. Learn More
Comprehensive and traditional MPL and General Liability coverage, created by physicians for your unique needs. Learn More
Comprehensive MPL coverage for physicians and groups with unique challenges that fall outside admitted insurer policy underwriting criteria. Learn More
Creative and customizable non-traditional insurance approaches along the risk continuum. Learn More
HEAL is our exclusive early intervention program leading to a better way forward after an unexpected outcome Learn More
Smart takes on curated topics that matter most in medicine, business, and life. Learn More
Ideas and observations from our in-house experts. Subscribe to get the latest posts in your inbox. Learn More
Updates and announcements from Curi and the company’s three business units. Learn More
Toolkits, sample policies, and forms to help you manage risk. Learn More
Curi RMB Capital
We provide comprehensive financial solutions that address each client’s unique needs, fostering long-term growth and stability. Leveraging our team’s insights and expertise, we strive to deliver insightful advice, transparent communication, and excellence in service. Our commitment is to build lasting relationships, helping you navigate your financial future with confidence and clarity.
WEALTH MANAGEMENT
Comprehensive wealth advisory services designed to help you take control of your financial life.
FAMILY OFFICE SERVICES
Tailored solutions dedicated to managing your goals around preserving, growing, and transferring your family’s wealth across generations.
WEALTH BUILDER
Our hands-on approach gives you access to your information with the click of a button, paired with the tailored insights and guidance of our team.
RETIREMENT PLAN SOLUTIONS
Providing fiduciary advice and consulting that leverages holistic plan creation with customized pricing and robust resources.
ASSET MANAGEMENT
Strategic management for lasting growth through fundamental research, risk mitigation, and actively managed portfolios.
The story behind our merger.
No matter our size, our mission will always be to deliver a high-touch, personalized experience for you.
Curious to learn more?
Who you entrust your financial future to isn’t a decision to take lightly. Let our team of accessible, experienced advisors show how we are here to serve you.
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