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 October 9, 2023February 13, 2024Wealth Management FAST FACTS: “Catching Up” on Your Retirement Savings Click to Download Read more March 20, 2023April 6, 2023Company News | Wealth Management Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations 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 February 2, 2023April 6, 2023Company News | Wealth Management Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services 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