Curi Capital Information

Curi Capital's registered investment adviser subsidiary, Curi Wealth Management, LLC, is a full-service, fee-only adviser that provides personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra-high-net worth families, and businesses. We’re a solutions-based firm with a high-touch, client-centric focus. We take a team approach to investment management and planning that emphasizes collaboration and innovation at the highest level. We were founded on the idea that achieving true wealth can mean something different to everyone. It could be providing for loved ones, enjoying life’s pleasures in retirement, or the peace of mind that comes with being prepared for unexpected twists and turns. Investment advisory products and services are offered through Curi Capital, an investment advisor registered with the SEC. Securities are offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Lion Street Financial, LLC is not affiliated and does not provide tax or legal advice, nor does Curi Capital. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) that are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional can transact business in your state.