Our Clientele

High-Net-Worth Individuals and their Families

To tackle your complex financial needs, we consider not just your investments, but also the financial “big picture” of your entire family and how best to grow and protect your long-term wealth. Depending on your specific needs, our services may include:

  • Asset management
  • Charitable gifting strategies including donor-advised charitable funds
  • Estate planning strategies to reduce inter-generational taxes
  • Investment portfolio design and implementation
  • Investment strategy and review
  • Portfolio management
  • Pledged asset lines of credit
  • Proactive and year-end tax reviews
  • Real estate investment advice
  • Retirement income planning
  • Risk management review
  • Tax deduction maximization
  • Tax loss harvesting
  • Tax-advantaged college planning strategies
  • Tax-efficient investment selection

Successful Business Owners

As a business owner, your blended assets can present myriad opportunities and challenges. As specialists in managing business-driven wealth, we offer the following services to address your specialized planning needs:

  • Asset management and protection
  • Buy/sell agreements
  • Executive benefits
  • Exit/succession planning
  • Formation of business entities
  • Long-range planning
  • Real estate investment advice

Executives, Retired Executives

  • Executive stock option strategies
  • IRA distribution planning
  • Profit-sharing/deferred compensation advice
  • Planning for Restricted Stock
  • Pension and 401K Rollovers
 

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