Lurie Davis Wealth Management LLC

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

Family Father and Daughter

Protect Your Family

Our services are specifically designed for people like you. If you're struggling to find ways to save or invest, our first initiative is doing a budget analysis together. In order to get your financial spending under control, we will create a written financial 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.

A Happy Family

Your Written Plans

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

Money Management

Your 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 LLC 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. We use a variety of investment instruments, including mutual funds as a vehicle to increase your returns.


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.

Couple Financial Planning

Your Future

We can also provide estate planning services for you. We recognize that the planning of one’s estate involves much more than wills, trusts and endeavors. Our process starts with record organization and the preparation of one’s legacy through the compilation of memories, family stories and other intangible gifts.

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.

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.