Results-oriented Financial Planning
Financial Planning and Wealth Management services delivered with personal attention.
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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Why Choose Curie Wealth
Financial Planning & Wealth Experts?
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Our Areas of Financial Excellence
Fiduciary, comprehensive and personal wealth management services.
Curie Wealth helps you protect and grow, and manage your wealth, so you can relax and enjoy life.
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.
Our family division specializes in serving your unique ultra high net worth family’s needs.
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