Curi Holdings, Inc.
Curi Wealth Management, LLC, dba Curi Capital, is a registered investment advisor, headquartered in Raleigh, N.C., that provides full-service financial advisory solutions, including personalized wealth management, retirement plan solutions, and investment guidance to high-net-worth individuals, ultra-high-net worth families, and businesses. Experienced and accessible, Curi Capital’s advisors actively listen and proactively create tailored solutions that help clients build true wealth, however they define it.
RMB is an independent advisory firm focused on helping clients achieve long-term goals. RMB brings in-house, institutional-quality investment expertise together with deep, holistic planning teams to deliver and implement customized strategies for each client. RMB manages $9.6 billion of assets under advisement for individuals, family offices, and institutions.