Who We Are
- Providers of insights built on 78 years of financial management and four generations serving clients in Minnesota
- Trained financial planners and Certified Public Accountants (CPAs) under one roof
- Experienced advisors who understand the unique business, tax, and financial challenges facing closely held business owners
While Lurie Wealth Advisors was founded in 2014, we are no newcomers to addressing the financial needs of successful individuals, small-business owners, and their families. For years, a growing number of clients have come to Lurie, LLP, seeking trusted planning advice to complement the firm’s tax and accounting services. Lurie Wealth Advisors was formed specifically to address the complex wealth management needs of this group of affluent investors, and to expand our team to better serve the Minneapolis-St. Paul business community.
What does this mean for you?
Because we’ve been serving the needs of individual and business clients in Minnesota for decades, we are known and trusted by clients and colleagues alike—all in your local area. In addition to our own in-house team of experienced wealth managers, business professionals, and CPAs, we leverage a vast network of fellow advisors—including CPAs, attorneys, estate planners, real estate specialists, and more—enabling us to work as one to gain a comprehensive perspective and create a coordinated approach to all aspects of your financial “big picture.” And because taxes are often the greatest draw on the assets of high net worth individuals and business owners like you, we place a high priority on minimizing taxes through innovative wealth management strategies to help protect your assets over the long term.
Whether your opportunities lie in leveraging your blended personal and business assets to grow your wealth; applying risk management techniques to protect your accumulated assets; or implementing executive benefits, succession planning, and other strategies to grow your business, we’re here to help.