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Lurie Wealth Advisors

Part Time Executive Assistant/Project Coordinator



NEW!  Lurie Wealth Advisors, LLC (LWA) is seeking a part time Executive Assistant/Project Coordinator who will support our president and provide additional sales support for our team such as scheduling, client hospitality, meeting planning, and preparing reports. This position will require the utmost professionalism, confidentiality, courtesy, service mind-set, technology capabilities and multitasking abilities. For more information, click here to view the full job description.

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Lurie Wealth Advisors Named to Accounting Today’s Top Firms by AUM 2021 List

Minneapolis, MN (June 28, 2021) – Lurie Wealth Advisors, LLC, a financial advisory firm in Minnesota, was recently named to Accounting Today's annual list of the top 150 CPA Firms by assets under management (AUM), a ranking of leading CPA firms that provide financial planning and wealth management services.

 For the past fifteen years, Accounting Today has been compiling the list of leading CPA-affiliated wealth management firms by AUM in the United States. The publication received submissions from nearly 200 CPA firms for the 2021 list. 

To read the cover story and view the Accounting Today Top Firms by AUM 2021 list, visit the magazine's digital version here.

"We are honored to be recognized by Accounting Today as it affirms our integrated approach with Lurie, LLP. Our growth is a testament to the commitment we make to our clients. Throughout this period of intensity and change, our planning has been paramount in facing variables and opportunities," said Michele Martin, President of Lurie Wealth Advisors, LLC.

 Lurie Wealth Advisors is also organizing financial planning and wealth management-specific resources on our website to help clients understand and navigate their investment, retirement, and tax planning options. In addition, our advisors are investing in our client communication abilities and bringing on new team members in anticipation of giving each client situation the personal attention and responsive service they deserve.

 

 

About Lurie Wealth Advisors, LLC
Lurie Wealth Advisors, LLC provides integrated wealth management and financial solutions, including investment advisory, consulting, financial planning, and other wealth management services to business owners, executives, and their families. Lurie Wealth Advisors, LLC's parent company, is Lurie, LLP. To learn more, visit www.luriewealthadvisors.com.
 
About Lurie, LLP
Founded in 1940, Lurie, LLP is a prominent CPA & Advisory firm providing accounting, audit, tax planning, transaction advisory, retirement planning services, and wealth management to privately held and family businesses, as well as individuals. With more than 160 employees, offices in Minnesota and Southwest Florida, and membership in Moore Stephens North America, Lurie can serve clients across the United States and hundreds of countries worldwide. To learn more, visit: www.LurieLLP.com or follow on LinkedIn: @Lurie LLP.
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Lurie Wealth Advisors President Receives Five Star Professional Wealth Manager Award

Lurie Wealth Advisors President Receives Five Star Professional Wealth Manager Award

 Lurie Wealth Advisors would like to announce that our President, Michele Martin, has been named a 2021 Five Star Professional Wealth Manager. Founded in 2003, the Five Star award program is the largest and most widely published award program in North America, covering more than 45 major markets.

To celebrate this award, Michele has been featured in Mpls/St. Paul Magazine and MN Monthly, and will appear in the Wall Street Journal later this January.

Five Star Professional undertakes a thorough research process to identify its award winners, so our clients can rest assured they are building a relationship with an experienced wealth manager with a proven track record of excellence. Candidates for the award are judged on ten objective eligibility and evaluation criteria that are associated with providing quality services to clients. These criteria include: Industry credentials, experience and assets under management, number of households served, among other factors.

All of us at Lurie Wealth Advisors want to thank you, our clients, for the trust you’ve placed in us throughout the years!  This award would not be possible without all of your support.

 

The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been Five Star Wealth Manager Award Usage Guidelines subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.

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Lurie Wealth Advisors profiled by Kiplinger

"Easy access to seasoned financial experts who understand your industry and who have the resources to help you reach your goals may be hard to quantify, but it is impossible to overstate."

In a recent profile by Kiplinger, Michele Martin, President of Lurie Wealth Advisors, opens up about how independence and originality guide its approach to helping business owners strategically fulfill their dreams.

"For entrepreneurs, the line between business and personal interests is blurry, so close, personal and  long-term relationships are critical."

 Read the full article here: https://www.kiplinger.com/basic-page/601377/entrepreneurs-move-into-your-financial-future-with-eyes-wide-open

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Lurie Wealth Advisors Named to Accounting Today’s Top Firms by AUM 2020 List


Minneapolis, MN (June 23, 2020) – Lurie Wealth Advisors, LLC, a financial advisory firm in Minnesota, was recently named to Accounting Today’s annual list of the top 150 CPA Firms by assets under management (AUM), a ranking of leading CPA firms that provide financial planning and wealth management services.

For the past fourteen years, Accounting Today has been compiling the list of leading CPA-affiliated wealth management firms by AUM in the United States. The publication received submissions from over 200 CPA firms for the 2020 list.

To read the cover story and view the Accounting Today Top Firms by AUM 2020 list, visit the digital version of the magazine here.


“We are honored to be recognized by Accounting Today as it affirms our integrated approach with Lurie, LLP. Our growth is a testament to the commitment we make to our clients. We take the time to understand their needs, place their interests first, and provide innovative solutions,” said Michele Martin, President of Lurie Wealth Advisors, LLC.

Lurie Wealth Advisors, along with Lurie LLP, have created a COVID-19 resource hub on our two websites that provides clients with news, alerts and timely communication on the key issues for our clients, and their business or individual situations.

Lurie Wealth Advisors is also organizing financial planning and wealth management specific resources on our website to help clients understand and navigate their investment, retirement and tax planning options. Our advisors are investing in our client communication abilities and bringing on new team members in anticipation of giving each client situation the personal attention and responsive service they deserve.

 

About Lurie Wealth Advisors, LLC
Lurie Wealth Advisors, LLC provides integrated wealth management and financial solutions including investment advisory, consulting, financial planning and other wealth management services to business owners, executives and their families. Lurie Wealth Advisors, LLC’s parent company is Lurie, LLP. To learn more visit: www.luriewealthadvisors.com.

 

About Lurie, LLP
Founded in 1940, Lurie, LLP is a prominent CPA & Advisory firm providing accounting, audit, tax planning, transaction advisory, retirement planning services and wealth management to privately held and family businesses, as well as individuals. With more than 160 employees, offices in Minnesota and Southwest Florida, and membership in Moore Stephens North America, Lurie has the ability to serve clients across the United States and hundreds of countries worldwide. To learn more visit: www.LurieLLP.com or follow on LinkedIn: @Lurie LLP.
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Disclosures

Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory Services offered through AdvisorNet Wealth Management. Lurie Wealth Advisors, DAI Securities LLC, and AdvisorNet Wealth Management are separate and unaffiliated entities.

Contact Us

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

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