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Lurie Davis Wealth Management Services

Lurie Davis Wealth Management, "LDWM," primary provides customized and comprehensive financial planning and investment management services to high net-worth individuals, pension, retirement plans, business owners and families.

MONEY MANAGEMENT SERVICES
FINANCIAL PLANNING
WRITTEN FINANCIAL PLANS
CASH FLOW ANALYSIS
FINANCIAL LITERACY/EDUCATION
INVESTMENT ANALYSIS
RISK MANAGEMENT
DEBT MANAGEMENT
RETIREMENT PLANNING
COLLEGE PLANNING
ASSET ALLOCATION
GOAL SETTING/FUNDING
INVESTMENT RECOMMENDATIONS
FINANCIAL REVIEW
ESTATE PLANNING


Financial Planning

Financial planning entails working with you to assess where you are today and what you want to achieve in the short- or long-term future. Instead of taking a one-size-fits-all approach, we give you options and outline tools to help you reach your goals. Our consultants will tailor a plan for your family, because we believe no two are alike.


Protect Your Family

Our services are specifically designed for families. If you're struggling to find ways to save, our first initiative is doing a budget analysis together. In order to get your spending under control, we will create a written plan, followed by a financial statement, plan of action, and detailed schedule. Our consultants will also sketch specific deadlines and family members responsible for accomplishing each objective.

Written Plans

A written financial plan is a concrete strategy for building long-term wealth. It includes a budget, goals, and an action plan. When life gets off-track, you can always refer to this blueprint to help you get back on schedule.

Financially Stable Family

Smart Money Management

In order to maintain the American Dream and keep up with rising rates of inflation, you must always ensure you're getting a reasonable return on your hard-earned dollars. In general, our most informed clients at LDWM tend to take advantage of different investment options in the marketplace. The benefit is growth.


Money Management

Let us help you take control of your assets and put them in the right place to grow. There are three main areas to earn interest on savings. These include an interest-bearing system, a risk investment, or the stock market. Our advisors will evaluate your knowledge of these products in order to determine what risk levels you're most comfortable with.

You're In Control

We never place your savings in high-risk accounts unless we're certain you have an in-depth understanding of financial tools in the marketplace. At the end of the day, we let you take the reins and decide where you want your money to go.


Asset Management

Asset management means taking on more risks with your money. There are a lot of exotic products on the market, including those with no liquidity. Even though some feature higher rates of return, you may have no control or access to your money for specific periods of time. We generally provide asset management services to our high-net-worth clients. If you're committed to changing the direction of your family's financial future, consult with us today in Boston, Massachusetts. We use a variety of investment instruments, including mutual funds as a vehicle to increase your returns.

Investments

Whether you're considering retirement savings, college savings, or mutual fund investments, we can help. The different classes of mutual funds include money market, bonds, and stock.

The Future

Children and teenagers often adopt their family's approach to savings and investments from an early age. If you're a parent, we encourage you to contribute to a Roth IRA, especially with your child's summer job earnings. Roth IRA is great because you don't pay any taxes. In addition, you will have access to this tax-free money when it's cashed in years down the road.