Welcome to Pope Wealth Planning
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
In this age of A.I. we’re drowning in information
but still have critical questions…
“Am I really on track financially?”
“What are we missing with our current strategies?”
“Will I be able to retire comfortably… eventually?”
“Will we be able to pay for our kids to go to college?”
“How should I be thinking about my equity/bonus?”
“When should we be adjusting our investment portfolio?”
These are the questions I answer every day
