Realizing Dreams Since 1993

Results-oriented Financial Planning

Financial Planning and Wealth Management services delivered with personal attention.

1234 5th Ave, New York, NY 10021

Innovative Wealth Management

Protect. Grow. Utilize.

Curie Wealth is a financial advisory and wealth management firm, our objectives are to help our clients protect, grow and utilize their wealth in the most cost and tax efficient way.

Because we pride ourselves on our independence, we are structured so that we can always provide the best impartial advice without any influence coming from a large organization.

As independent advisors we act as valued partners who can help tie your investment plan to your overall life plan.

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+1 123 456 7890

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Why Choose Curie Wealth
Financial Planning & Wealth Experts?

Independent & Objective

Curie Wealth is independent and objective. Good ideas are actively explored from all sources because we adhere to an open architecture approach and interface with multiple custodians and vendors.

Investment Philosophy

We believe that asset allocation is a key element in determining overall portfolio returns and must accurately reflect our client’s individual goals. Time is spent understanding our clients’ dreams, goals and priorities before constructing an investment plan.

Education & Experience

Our firm has extensive experience working with high net worth individuals, families, trusts and associated interests. Most of our professionals have attained either the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP®) designation.

Fiduciary Standard of Care

As an independent Registered Investment Advisor (RIA), Curie Wealth is a fiduciary and has a fiduciary duty to act in the best interest of our clients and to disclose any possible conflicts of interest. Ethically, legally and philosophically, our interests are aligned with our clients.

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Our Areas of Financial Excellence

Fiduciary, comprehensive and personal wealth management services.

Financial Planning

Curie Wealth helps you protect and grow, and manage your wealth, so you can relax and enjoy life.

Investment Management

We provide personalized investment management to align with the goals of your family or organization.

Foundations & Nonprofits

Curie provides fiduciary investment management to tax-exempt organizations.

Family Services

Our family division specializes in serving your unique ultra high net worth family’s needs.

Ready to get answers from a qualified financial expert?

Get in touch with us for a second opinion on your financial planning and investment strategy.
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Call: +1 123 456 7890