Our Approach

Working as one to deliver independent, objective advice

Investment Management
To address your investment management needs, we:

  • Provide you with personalized, unbiased investment advice based on your personal objectives, risk tolerance, and investment constraints.
  • Help you identify your values and priorities to create a customized portfolio that uses multiple investment strategies and is aligned with your financial objectives.
  • Work with you to construct and manage a comprehensive asset allocation for all accounts based on your risk tolerance, tax considerations, time horizon, asset level, balance sheet, and cash flow needs.
  • Move your accounts in-kind to control tax exposure and develop an investment strategy and portfolio designed to retain solid positions while eliminating underperforming positions over time.
  • Work in concert with your CPA® and other advisors to design a portfolio aimed at minimizing taxes by considering account types, asset location within various investment vehicles, and other tax-efficiency measures to support long-term wealth accumulation.

Financial Planning
To address your financial planning needs, we:

  • Work with you and your complete advisory team to build a strong financial foundation for your family and your business.
  • Provide second opinions, objective reviews, cash flow projections, balance sheet reviews, and other guidance to help you keep your financial “big picture” in balance at all times.
  • Take a fiduciary approach, always acting in your best interest.
  • Offer the guidance to adjust to major—and even minor—life events that have the power to impact your finances.
  • Help you plan effectively to help maintain your current lifestyle throughout your retirement years.
  • Put plans in place to fund advanced education for your children and grandchildren.
  • Plan for liquidity events in your life, such as the sale of a business or real estate, divorce, and the coordination of rollovers, deferred compensation, and stock options.
  • Create a plan to support the tax-efficient transition of your wealth to your heirs.

Disclosures

Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA, SIPC. Advisory services also offered through AdvisorNet Wealth Management (AWM). Lurie Wealth Advisors, Cetera Advisor Networks LLC, and AWM are not affiliated.

Contact Us

Lurie Wealth Advisors, LLC
2501 Wayzata Boulevard
Minneapolis, MN 55405

Phone: 612-381-8750
Fax: 612-381-6250
Email: LWA@luriewealthadvisors.com