Overview

Curi Capital offers full-service, fee-only wealth management, financial planning, and retirement plan solutions for high-net-worth individuals, ultra-high-net-worth families, and businesses. Its services are delivered through a team-based, client-centric approach that combines investment management and planning, with access to advisory services via Curi Capital (SEC-registered) and securities through Lion Street Financial. The firm differentiates itself with personalized, solutions-based guidance and a high-touch, tailored planning process rather than generic products. Its goal is to help clients achieve true wealth as they define it, whether that means preserving family wealth, enjoying retirement, or gaining peace of mind for life's uncertainties.