How We're Different
When it comes to managing wealth, our coordination is the key to your success.
We are entrepreneurs serving entrepreneurs.
By working as one among our team, and with your extended advisory team—your CPA®, attorneys, insurance providers, and more—we’re able to carefully coordinate every aspect of your finances. This big-picture approach to managing your wealth enables us to more effectively reduce costs, leverage opportunities and, ultimately, help you build a strong financial foundation to maintain your lifestyle throughout your retirement, and create a legacy for future generations.
We address your unique needs with recommendations rooted in independence.
We are financial advisors, not sales people. Because we’re not tied to captive funds or an investment company that dictates the products we use, our advice is guided solely by your specific needs, goals, and opportunities, rather than compensation from a third party.
We view tax efficiency as a vital component of your overall wealth plan.
We were founded in response to our CPA® clients who knew and trusted our accounting expertise and were seeking a similar level of trust to address their wealth management needs. Effective management of your high level of assets requires a team that works together toward a common goal and considers how all the pieces of your wealth function together: A team that understands the critical role of tax management in protecting your wealth: A team that can see the forest for the trees.
Lurie Wealth Advisors delivers that team.
We know taxation, and we continue to work side by side with the professionals at our sister firm, Lurie, LLP, under one roof. We know wealth management, and we know business—inside and out. We understand the unique challenges of affluent investors like you, and we strive to provide a level of innovative advice and world-class service that is uncommon in our field.
Our Commitment to You
- We deliver what we promise
- We take time to understand and anticipate your needs
- We always do what is right to serve your best interests
- We work proactively and keep you informed—always
- We deliver the service and care to earn your trust for life