What We Do
What we do can just as easily be defined by what we don’t do.
At Lurie Wealth Advisors, we don’t break out our offerings into individual areas of focus. We don’t separate financial planning, retirement planning, investment management, estate planning, and tax planning into disconnected buckets. And we don’t work alone, holed up in our offices, dissecting the singular pieces of your finances.
Because what we do is look at the big picture. Always. We provide objective advice based on your specific objectives, risk tolerance, time horizons, asset levels, and investment constraints. We construct a comprehensive asset allocation for your consolidated accounts, customize an investment portfolio focused on your goals, and work together with you and a CPA® to minimize the impact of taxes on your wealth. We work as one to advance your wealth by communicating—with each other, with you, and with your other advisors. And we do it with passion for what we do, compassion for your individual perspective, and an uncompromising commitment to excellence.
Because at Lurie Wealth Advisors, that’s what we do.