Welcome to Pope Wealth Planning - where I help clients make smart financial decisions. Based in New York City, I serve diverse clients nationwide - working with busy professionals, business owners, and folks nearing retirement.
I’ve previously worked at Citi, Morgan Stanley, and Wealthsimple - advising hundreds of clients & families throughout North America. Since launching in 2020 Pope Wealth Planning has stood at the intersection of client experience + technology + financial planning + investment management. I am incredibly passionate about encouraging financial wellness, helping clients clarify, and ultimately reach, unique financial goals. Thanks for stopping by! - Curtis
Fiduciary financial planning
Financial therapy integration
Hybrid advisory and full-service management options
Experience at major financial institutions (Citi, Morgan Stanley, Wealthsimple)
Nationwide remote service with local NYC focus
Services
Comprehensive Financial Planning
A customized plan for every client, visualized like working with an architect to design a blueprint for your financial dream-life, addressing deeper questions about goals and success.
Fiduciary financial planningClarifying goals and timelinesFinancial literacy and personal growthProactive thinking, planning & adviceFinancial concierge service
Hybrid Advisory
A quarterly portfolio review, analysis, and recommendations service for mostly DIY investors, with semi-annual meetings focused on planning and investments.
Quarterly portfolio reviewAnalysis & recommendationsSemi-annual planning meetingsAd-hoc planning and analysis
Full Service Management
A traditional wealth management service with fully outsourced solutions for clients who want more time and less worry, offering flat fee or AUM billing.
Full-service wealth managementFlat fee or AUM billing optionsComprehensive portfolio managementOngoing planning and analysis
Credentials & Certifications
Former Citi Employee
Former Morgan Stanley Employee
Former Wealthsimple Employee
Certified Financial Planner (CFP)
Reviews
Rating
4.9
★★★★★
Reviews
84
"We would highly recommend Curtis to anyone looking for financial advice."
Frequently Asked Questions
What is Financial Planning? +
Financial planning involves looking at a client's entire financial picture and advising them on how to achieve their short- and long-term financial goals, similar to working with an architect to design a financial blueprint.
What is Financial Therapy? +
Financial therapy is a process informed by both therapeutic and financial competencies that helps people think, feel, communicate, and behave differently with money to improve overall well-being.
How do we actually work together? +
Collaboratively! Ongoing communication is critical. We start with a conversation, use a secure planning platform to get organized, and build, revise, and tweak your plan until we're settled on your best path forward.
How often will we meet? +
It depends on your situation, needs, and preferences. Many clients like to check-in monthly while others prefer bi-weekly or quarterly. Curtis caps the number of clients he advises to ensure availability for each individual.
Will you manage my investments and/or prepare my taxes? +
Investments: Yes. Curtis manages investments for many clients. Tax Filing: No. He is not a CPA or enrolled agent and does not file client taxes, but can answer questions and provide proactive advice, referring clients to vetted CPAs and tax advisors as needed.
4.9
