Registered Investment Advisors

At any stage of life, financial planning and debt management are crucial. Many individuals believe that only individuals with a high net worth can benefit from this service. This truth, though, is that any income group can take advantage of building a safety cushion, especially given the climate of our economy.

Asset management allows you to have substantial resources to maintain a certain lifestyle. It also affords you the opportunity to pass on wealth to your future generations. At LDWM LLC, we help you increase your financial standing by outlining a variety of low- and high-risk investment options.

At Lurie Davis Wealth Management LLC (LDWM LLC), we are registered investment advisors offering financial planning and investment services in the Boston, Massachusetts, Metro area, New York, and Illinois. Based on the fiduciary responsibility of registered investment advisors, we make certain that everything we recommend is in your best interest.