News & Knowledge Wealth ManagementSeptember 8, 2022April 6, 2023 10 Steps to Take 10 Years Before Retirement By: Frances Cronlund, CIMA®, CExP™, CTFA, CFP® < 1 Minute Read Click to Download Frances Cronlund, CIMA®, CExP™, CTFA, CFP® Frances Cronlund is Curi Capital’s Senior Director of Wealth Planning, based in Raleigh, NC. READ NEXT November 15, 2023Company News | Curi Capital | Wealth Management Breaking Down Barriers: Private Markets Open their Doors to Individual Investors Venture capital, growth equity, leveraged buyouts, private credit, and real assets. The names themselves bring an air of exclusivity. These asset classes have been around for… Read more October 9, 2023February 13, 2024Wealth Management FAST FACTS: “Catching Up” on Your Retirement Savings Click to Download Read more April 27, 2023October 2, 2023Company News | Wealth Management Meet the Curi Capital Team: Spotlight on Cindy Pittman, Senior Research Analyst At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help… Read more