Our Clientele

 

Depending on your 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 & implementation
Investment strategy
and review
 
 
Portfolio
management
 
 
Pledged asset
lines of credit
Proactive and
year-end tax review
 
 
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
 
 

 

 

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
 
 
 

 


 

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

 

 
 
 

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