We help deliver exclusive, highly personalized financial services to a select group of clients, offering a premium experience built on trust, expertise, and tailored guidance.
Approach
By taking the time to understand you, your family, your assets and liabilities, and your overall risk exposure, we believe we're able to develop thoughtful strategies and tailor our relationship to meet your specific needs
Formulate Tax, Trust and Estate Strategy
In collaboration with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify planning opportunities and design strategies aligned with your objectives.
Create Customized Strategic Asset Allocation
Your personalized asset allocation reflects the balance of risk, opportunity, and taxation across multiple entities, integrating both your investment and estate planning goals.
Integration of Tactical Asset Allocation
We incorporate short‑term portfolio adjustments in attempt to take advantage of temporary market opportunities. Before implementing any change, we carefully evaluate the impact of taxes and trading costs on potential returns.
Implement a Customized Wealth Strategy
Following rigorous due diligence and analysis across a range of market scenarios, we select strategies from our broad investment platform that best align with your goals.
Ongoing Assessment
In coordination with your other advisors, we conduct timely reviews and provide comprehensive reporting to help ensure your strategy evolves as your financial situation and family needs change.
Meet The Lurier Financial Group
Forbes Best-In-State Wealth Advisors 2026
Awards and Recognition
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). Fee paid for use of marketing materials.
Review Award Disclosures
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy—for today and the years ahead.
- 401(k) Rollovers
- IRA Plans
- Retirement Income Strategies
- Retirement Plan Participants
- Annuities
Investments
Working closely with you to navigate your wealth and investments through even the most challenging market cycles.
Family
Creating customized financial strategies to address the challenges facing today’s families.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you address the key aspects of your business, including ownership, liquidity, and growth opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
Applying the same level of care, strategy, and service to your philanthropic giving as to your overall wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing