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Build and Grow Wealth


Life Is the Joy Of Making All Of Your Dreams Come True


Registered Investment Advisors

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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.

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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, we help you increase your financial standing by outlining a variety of low- and high-risk investment options.

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Call (781) 691-3748


About Us

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

Our founder is a native of Lynn, Massachusetts. He received his Bachelor of Science in psychology with a minor in business administration from Springfield College in 1986.

His background in the industry began more than 29 years ago at Pioneer Investments®. There he specialized in mutual funds and pensions. Later, he moved on to Fidelity® Investments in their marketing and sales department. Following this period, he served at New England Securities Corporation™ for more than five years as regional marketing specialists before moving to Morgan Stanley™ as investment advisors. He is a board member at They Made It...So Can I, Inc.™ 5th Grade Speakers Series. 

In 2007, behind this long track record of success, he founded Lurie Davis Wealth Management to offer comprehensive asset management service. We are one of the leading places to go to for creating wealth. Ultimately, we help you achieve your financial goals and secure a brighter future for your family.

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Contact

Thank you for your interest. For questions or comments, please use the information listed here. We look forward to hearing from you soon.

Phone
(781) 691-3748

Hours of Operation
Monday–Saturday, 9:00 a.m.–5:00 p.m.

Service Area
Boston, MA

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