The Raleigh Wealth Management Team

Personalized Guidance for Your Financial Journey

While our office’s roots are in the City of Oaks, we are proud to serve clients from across the region. Our Raleigh Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice. Coupling the knowledge of your objectives, preferences, and risk tolerance with our comprehensive wealth advisory services, we can better guide you on your financial journey—wherever you want it to take you. 

All of Us. Here for you.

Located in the capital city of North Carolina, our team of experienced, accessible advisors actively listen and proactively create tailored solutions that help you build your version of wealth; however you define it. Our client-centered approach pinpoints your financial circumstances to help improve your outcomes and create a lasting legacy for you and your family. 

With Specialized Advising Needs in Mind 

Curi RMB Capital’s Raleigh team has a rich history of collaborating alongside our parent company, Curi. This experience equips many members of our team with unique insights and expertise in serving the financial needs of physicians. Whatever your background and unique needs, we’re excited to work with you.