Working As One To Advance Your Wealth.
Michele L. Martin, President
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.
- Provide complete asset and liability statements
- Articulate financial goals and concerns
- Determine overall cash flow needs and wealth transfer goals
- Work with CPA® and attorney for integrated solution
- Create financial planning scenarios and analyze balance sheet
- Review existing portfolios
- Define long-term asset allocation and overall planning strategies
- Review tax implications
- Implement portfolio strategy
- Review financing solutions and risk management protection
- Implement estate planning strategies
- Ensure adherence to investment objectives and guidelines
- Implement tactical changes as appropriate
- Review and update financial planning scenarios as needed
- Review investment portfolio performance reports
- Connect through your personal client portal
- Aggregates your entire portfolio daily
- Allocation and performance monitoring
- Online management tool suite
- Provide ongoing feedback
- Provide updates that impact your tax situation and/or balance sheet
- Discuss evolving investment and wealth transfer goals
- Minding the administrative details
Meet Your Wealth Management Team
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. Lurie Wealth Advisors was formed specifically to address the complex wealth management needs of a growing number of clients. With our connection to Lurie, LLP, we create the desired client service synergy via our financial services expertise to complement the firm’s tax and accounting services.
Contact us to discuss your goals and learn more about our holistic wealth management approach. https://www.luriewealthadvisors.com/
Michele L. Martin
Brian L. Thorkelson
Chief Investment Officer
Rosemary L. Barenz
Client Service Associate
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.