Lurie Wealth Advisors, LLC

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. Who We Are Providers of insights built on 75 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.

Address: 2501 Wayzata Boulevard, Minneapolis, MN 55405 USA

Phone: +1 612 381 8750
FAX: +1 612 381 6250