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
Demystify litigation with our curated educational resources and CME video series. 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
Financial education starts at home from an early age, making it critical that parents teach their children about positive financial habits. Parents have the opportunity to lead by example via open communication and encouragement to ensure their children are well prepared to make sound financial decisions before receiving an inheritence.
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…
Curi Capital webinar exploring the myths and risks for women and money, addressing the questions you should be asking about your finances.
Cash balance retirement plans are the fastest-growing type of retirement plan in the nation and could serve as an excellent tool for practices to help employees make the most of their money.
Understanding student loan repayment options could help many physicians and medical professionals with significant debt create a payment plan to better suit their individual circumstances and lifestyle. These questions can help get your started.
*Erin Rogers was an Associate Advisor at the time of this interview. She was promoted to Wealth Advisor in Oct. 2021. At Curi Capital, it’s…
*Frances Cronlund was Senior Director of Wealth Planning at the time of this interview. She was promoted to Managing Director of Wealth Strategy in Jan. 2022….
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 necessary to…
The financial needs of physicians present unique challenges uncommon to industries outside of healthcare. From alienating cultural perceptions, to the high level of personal and professional risk, we’ve identified what we believe are the top six financial concerns for physicians.
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