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Curtis Pope CFP

Welcome to Pope Wealth Planning

Welcome to Pope Wealth Planning - where we help clients make smart financial decisions! Based in New York City, we serve diverse clients across the country. We work with busy professionals, business owners, and people nearing retirement.


Since 2008 we have worked at Citi, Morgan Stanley, and Wealthsimple - serving hundreds of client households. Today, Pope Wealth Planning stands at the intersection of client experience, financial technology, financial planning and traditional wealth management. We are extremely passionate about financial wellness and helping clients reach their financial goals.

In this age of A.I. we’re drowning in information
but still have critical questions…

“Am I actually on track financially?” 

“What are we missing with our current tax strategy?” 

“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?”

“Should we be adjusting our investment portfolio?”


These are the questions we help clients answer every.single.day.