Pope Wealth Planning, based in New York City, offers personalized financial advisory services to professionals, business owners, and individuals nearing retirement. With expertise from firms like Citi, Morgan Stanley, and Wealthsimple, Pope Wealth Planning combines client-focused experience, technology, and financial management to help clients achieve their unique financial goals. The firm specializes in addressing key concerns such as retirement planning, investment strategies, and college savings. Curtis Pope, the founder, is passionate about guiding clients to financial wellness and clarity.