About Company

Pope Wealth Planning is a New York City–based financial advisory firm founded by Curtis Pope in 2020, dedicated to helping individuals and families across the United States make informed and strategic financial decisions. Drawing on prior experience at Citi, Morgan Stanley, and Wealthsimple, Curtis provides personalized financial planning and investment management tailored to the needs of busy professionals, business owners, and those nearing retirement. The firm emphasizes the integration of client experience, technology, and disciplined financial strategies to guide clients toward their long-term goals. Services focus on answering pressing financial questions, including retirement readiness, college funding, equity and bonus planning, and portfolio management. With a strong focus on financial wellness and accessibility, Pope Wealth Planning serves clients remotely nationwide, with offices in both Manhattan and Tarrytown, New York, ensuring expert guidance is available wherever clients are located.

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