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.