Wealth Builder

Wealth Builder delivers foundational financial planning suited to your needs—whether your finances are simple or complex. You deserve hands-on guidance and seamless support to create the future you envision. With experienced advisors and a team-based approach, we help you stay on track, so you can focus on what matters most.

 

What Makes Us Different

Whether you’re in your prime earning years or managing your way through retirement, Wealth Builder meets you where you are and helps you plan a better path forward. Maybe you’re looking ahead to a child’s college education, paying off debt, or saving for your next big adventure. As part of the Curi RMB Capital family, we offer Wealth Builder clients investment tools and strategies suited to their family and circumstances.

 

Our Technology-Based Approach

Wealth Builder makes managing your finances easy with MyBlocks, an online financial planning tool. Our platform gives you access to your information with the click of a button, offering what we consider to be the best of both worlds: a hands-on planning approach paired with the guidance of our advising team.

Get started with Wealth Builder

 

Our Services

  • Online Platforms

    Our technology gives you a better understanding of your entire financial life, not just what we manage for you. Bringing your accounts together on Curi RMB Capital’s platform allows for a comprehensive view of your financial picture and precise planning.

  • Direct Client Involvement

    We bring the power of planning directly to you through the use of MyBlocks, an interactive financial planning tool. MyBlocks empowers you to play a bigger role in your own financial success.

  • Team Support

    Curi RMB Capital Wealth Builder offers you streamlined access to our advisory team. Thanks to our collaborative team approach, one of our Wealth Builder advisors will be available and prepared to step in when you need them.

  • Strategies and Tools

    Curi RMB Capital’s combination of wealth advising and in-house asset management translates into access to professionally managed investments for clients in different stages of their financial life.

  • Pricing Transparency

    We believe in the importance of simple, transparent pricing. Communicating clearly about our pricing and fee structure is the first step in putting your best interests first.