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Cura Wealth (Chicago, USA) – copywriting and content design
We are Cura Wealth Partners
WE ARE FIDUCIARY
We act on the behalf of our clients, always putting your needs ahead of our own interests.
WE ARE INDEPENDENT
We are not hired or compensated by external firms who could have influence over our decision making.
WE ARE PASSIONATE
We strive to learn something new every day in pursuit of understanding our clients’ needs better.
WE ARE THOUGHTFUL
We believe in compassion, kindness, and open and honest communication. We know that small things make a big difference.
WE ARE CARING
We care about the people and the outcomes that you care about. The results our work span generations.
About us
At Cura Wealth Partners, you come first.
Our process is custom-designed around you, ensuring your wealth serves your requirements and desired outcomes at all times. We know that while money may be indistinguishable, you, your family, and your personal goals are unique.
We are fiduciaries and advocates for our clients. As a boutique wealth management firm, we are able to build deep, long-lasting relationships and put the interests of our clients and their families at the center of all our advice and care.
Working with us, you will feel the benefits of our work across your whole life, not just in the value of your accounts.
Our approach
AT CURA, WE CARE MORE
It’s even in our name. Caring starts with establishing meaningful relationships with clients, listening to your needs, understanding what is important to you and then tactically building a plan.
Welcome to Cura Wealth Partners.
Located in Chicago, we provide wealth planning and asset management services to private clients and families throughout the world.
As a boutique wealth management firm, we provide a “white glove” service. Our expertise in providing value for our clients means we can advise on the most complex of matters, while our size ensures our people and our service remain exceptionally attuned to the needs of our clients at all times.
We like to get to know our clients well, from what keeps you awake at night to what inspires you during the day. In addition to enhancing and preserving your wealth, we see our role as ensuring you are positioned to capitalize on each opportunity you decide to pursue.
We are delighted to hear from our clients that they see us as an indispensable part of their lives, providing them with the financial stability and continuity they need to live the life they choose with confidence.
DISCOVER WHAT WE CAN DO FOR YOU.
We serve clients worldwide from our office in Chicago. We’d love to hear from you.
WHY US
We care more.
Successful, long-lasting relationships are at the heart of all we do. As a boutique wealth management firm, we are able to have a strong focus on our clients’ lives, delivering value for you in all the ways that matter to you.
Exceptional service and advice.
We provide a “white glove” service to all of our clients. We have expertise in working with clients from various financial backgrounds and advising on everything from simple to complex financial matters. We remain exceptionally attuned and responsive to the needs of our clients at all times. Paramount to us is honest and frequent communication – you will never be kept in the dark.
We add value.
We will provide value in all the ways that matter to you. We start each new relationship by seeking to understand the things that matter most to you. As your financial partner, we are only fulfilling our purpose when you can relax and enjoy life in the way you want, free of financial concerns or burdens.
We educate as well as advise.
We will help you make better decisions with your money. Experience tells us we can achieve greater success by giving you an understanding of the subconscious biases that often drive unhelpful financial behaviors.
Our money psychology expertise enables our clients to have a greater awareness of any limiting beliefs that may be holding them back, and greater ability to challenge them.
We enjoy teaching clients and the next generations of families about how financial decisions now can have a long-term positive impact on their future. We know that communicating and educating “next-gen” on financial matters is important to many of our clients. Where this is the case, we will work with all family members to establish trust and understanding.
We’re here for every generation of your family.
We strongly believe that long-term financial success is achieved when multiple generations are involved in the financial conversations. We, therefore, encourage our clients to bring their rising generations into the dialogue at appropriate times and to introduce them to solid investing and financial management principles as early as possible. Our clients enjoy access to our expertise, which we are happy to share with younger generations of your family.
Our fee philosophy is simple: we charge fees where we add value.
We do not believe in charging clients for everyday portfolio adjustments or when creating financial plans.
We believe in approaching fees with transparency. For that reason, fees will be discussed with you in early conversations when we have fully explored how we may be able to help you.
For further information on any aspect of our service, including how we charge, please feel free to contact a member of our team. We’d be delighted to speak to you.