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

Realize the CPA Difference

Learn how tax-efficient planning can impact your long-term financial success and how our team works as one to help you achieve your goals.

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Ready to Get Started Today?

Contact us today to learn how we can work together to grow and protect your wealth.

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See What Sets Us Apart

Our team offers the skills and experience to address the complex wealth management needs of affluent investors like you.

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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