Our Process

How We Work Together

  •  Provide complete asset and liability statements
  •  Articulate financial goals and concerns
  •  Determine overall cash flow needs and wealth transfer goals
  •  Work with CPA® and attorney for integrated solution
  •  Create financial planning scenarios and analyze balance sheet
  •  Review existing portfolios
  •  Define long-term asset allocation and overall planning strategies
 

  •  Review tax implications
  •  Implement portfolio strategy
  •  Review financing solutions and risk management protection
  •  Implement estate planning strategies
 

  •  Ensure adherence to investment objectives and guidelines
  •  Implement tactical changes as appropriate
  •  Review and update financial planning scenarios as needed
  •  Review investment portfolio performance reports

Connect through your personal client portal:

  • Aggregates your entire portfolio daily
  • Allocation and performance monitoring
  • Online management tool suite
 

  •  Provide ongoing feedback
  •  Provide updates that impact your tax situation and/or balance sheet
  •  Discuss evolving investment and wealth transfer goals
  •  Minding the administrative details
 
 

KEY

  •  You and Lurie Wealth Advisors
  •  Lurie Wealth Advisors
  •  You, Lurie Wealth Advisors and your other advisors

luriewealthadvisors.com
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.

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