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ldwm@comcast.net

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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 LLC, 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 LLC (LDWM LLC), 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 LLC 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.

Lurie Davis
Tammy Kaiser

Tammy Kaiser

Tammy Kaiser, CPA, CIA, CFE (retired) is a registered investment advisor. She received a Bachelor of Science in Accounting from Truman State University and a Master of Accounting degree from the University of Missouri, St. Louis.

She joined LDWM in June 2022 as an investment advisor representative at the Illinois branch. Tammy has more than 32 years of experience in accounting, budgeting and financial analysis. She spent 24 years as a postal inspector/federal law enforcement officer investigating investment fraud, mortgage fraud, money laundering and identity theft and educating consumers on how to avoid becoming victims of fraud. Prior to that, she was an auditor for the state of Missouri.

She taught courses in forensic accounting and identity theft at St. Xavier University in Chicago. She has facilitated financial literacy programs for Junior Achievement and local churches. Tammy has a passion for helping families understand their financial situation and set achievable financial goals.


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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