Curi Capital’s Financial Support Services

Curi Capital, our full-service financial advisory affiliate, provides comprehensive wealth management, personalized financial planning, and retirement plan solutions to high-net-worth individuals, families, and businesses.

As part of our mission to help physicians in medicine, business and life, the Curi Capital team is offering support services to all Curi members during this time of need at no additional charge. These services are designed to help answer relevant financial questions and provide expert guidance to individuals, families, and business owners through this challenging time.

If you are interested in any of the complimentary services detailed below, please contact us or provide your contact information at this link.

Support services include:

Personal Wealth

  • Individual consultations for member physicians and staff members to discuss any concerns or questions they have about their personal finances
  • Comprehensive review of financial scenarios

Business Finances

  • Assessment of company retirement plans and employee benefits to create the opportunity for more cost-savings and efficiencies within practices
  • Personal guidance and advice for any plan participant of a member company retirement plan
  • Comprehensive review of options and expert guidance on credit needs and other potential lending strategies to help practices navigate the COVID-19 crisis
News & Knowledge
All Curi recommendations are based on current CDC criteria at the time of publication. CDC guidance for SARS-CoV-2 infection may, or may not, be adopted by state and local health departments to respond to rapidly changing local circumstances. Providers should always check with their local health department to see if the CDC’s guidance on any given topic has been modified (particularly if more restrictive) from the CDC’s recommended guidelines. Follow this link https://www.cdc.gov/publichealthgateway/healthdirectories/index.html for contact information to your state/local health department. If local recommendations vary from those of the CDC, and you are unsure what recommendations to follow, then it is safer to follow the more restrictive guidelines/recommendations.