Our Approach
One thing that sets Wealth Builder apart is our hands-on approach. Many clients, especially those in the early stages of their financial lives, have not had access to the financial advice they need. No matter what financial planning approach they have been using so far — do-it-yourself, robo-advising, or no planning at all — we are committed to meeting our clients where they are today and focusing on the areas and goals most important to them.
We take our responsibility to our clients seriously. Our fiduciary responsibility to always act in our clients’ best interests motivates us to create financial plans tailored to each individual or family and the things that matter most to them. We work to provide clients with client-centered advice that will help them pursue their financial goals and aspirations for life.
We want to see our clients living their best financial lives, and I couldn’t be prouder to be part of a team that puts this commitment first in everything we do.
Please note that this testimonial is from a current client of Curi RMB Capital, and the client was not compensated for the testimonial.
Bridging the Advising Gap
I think it’s critical for Curi RMB Capital to be looking ahead, and finding opportunities to better serve the next generation of clients. There is a lot of education to be done during the wealth accumulation stage of life to help families project forward, and plan for major financial moments to come. Whether it’s saving for a child’s education, determining a family’s insurance needs, or planning for retirement, understanding financial needs and setting goals can feel intimidating. This is where our team can shine, helping families with foundational financial planning.
We have also established a focus on catering to individuals and couples in the later stages of their financial lives. Many of our clients have already done the hard work of building financial plans, diligently pursuing their goals, and laying the groundwork for secure retirements. With those boxes checked, they need a very different kind of advising, focused on managing and drawing down their investment accounts strategically, and planning for the legacies they will leave to their children and grandchildren. We want to give these clients the assurance they need to truly enjoy their retirement years.
Powered by Technology
A key feature of Wealth Builder is the integration of advanced technology. We leverage financial planning technology that offers transparency, and empowers clients to take more active roles in their financial planning. This technology allows clients to have direct access to their full financial pictures, enabling them to be active participants in their financial planning processes.
When you log in to our financial planning platform, you will see a plan and resources tailored to your unique needs and goals. This technology provides a visualization of your financial picture, making complex financial concepts simpler to understand and actionable. Each client's dashboard is personalized, covering key items such as retirement planning and savings strategies.
Personal Connection
Much of my inspiration in leading Wealth Builder comes from my passion for helping families navigate the complexities of their financial lives. As someone who is also focused on raising a family and planning for my children's futures, I understand the importance of planning at this stage of life.
Living in the Denver area with my wife Allison and our two young children, I am deeply invested in making sure my family's financial picture is secure. This personal experience drives my commitment to helping other families feel confident in their financial futures.
Please note that this testimonial is from a current client of Curi RMB Capital, and the client was not compensated for the testimonial.
As I look forward to my career 20-30 years from now, I am most excited to see the difference we will have made in so many lives. The more people we partner with, the more families will hopefully achieve financial freedom. I can’t think of anything more satisfying than knowing that’s the impact that my team and I have had, and will have, on our neighbors and communities.
If there is one thing I want people to know about Wealth Builder, it is that we are here to help, no matter where you are in your financial journey. We want you to focus on what matters most while we help navigate the complexities of financial planning. If this sounds like the kind of partnership you (or someone you know) have been looking for, please reach out.
The opinions and analyses expressed in this presentation are based on Curi RMB Capital, LLC’s (“Curi RMB Capital”) research and professional experience are expressed as of the date of this presentation. Certain information expressed represents an assessment at a specific point in time and is not intended to be a forecast or guarantee of future performance, nor is it intended to speak to any future time periods. Curi RMB Capital makes no warranty or representation, express or implied, nor does Curi RMB Capital accept any liability, with respect to the information and data set forth herein, and Curi RMB Capital specifically disclaims any duty to update any of the information and data contained in this presentation. The information and data in this presentation does not constitute legal, tax, accounting, investment or other professional advice.
