Welcome to Lurie Wealth Advisors, LLC
Working As One To Advance Your Wealth
- Does your financial strategy blend and leverage your personal and business assets?
- Do you have a dedicated team that works specifically with high net-worth investors?
- Do you have a plan in place to grow and protect your accumulated wealth, while minimizing the effect of taxes?
- Are you focused on the big picture and thoughtfully working toward strategic goals?
At Lurie Wealth Advisors, LLC, we do things differently. Specialists in holistic wealth management, we work with people like you—successful individuals, families with multigenerational wealth, and owners of closely held businesses—with the sole purpose of driving your long-term financial success using tax-efficient planning strategies. We do this by delivering world-class service and innovative, independent advice based on your specific needs, goals, and opportunities.
Our rich history in accounting, the broad business experience of our team, our top-down approach, and our customized process come together to provide you with uncommon insights and personalized advice designed to help you define your goals, set your path, and stay on track toward your long-term vision—all with a constant eye on the big picture.