At Lurie Davis Wealth Management LLC, we are dedicated to helping individuals build and grow their wealth. Our team of registered investment advisors offers comprehensive financial planning and investment services to clients in the Boston, Massachusetts, Metro area, New York, and Illinois. We understand that every individual's financial situation is unique, and we take the time to get to know you, your goals, and needs to tailor our services to best meet your requirements.
Our Services
We offer a range of services designed to help you protect your family, create written plans for your financial future, manage your smart money, and ensure a brighter future for generations to come. Our services include financial planning, investment advice, and asset management. We believe that everyone deserves access to these services, regardless of their income level, and we strive to make them as accessible as possible.
Meet Our Team
Our team is led by President and CEO, Lurie Davis, who has over 29 years of experience in the financial industry. With a background in psychology and business administration, he specializes in helping individuals achieve their financial goals and secure their financial futures. Our team is committed to providing exceptional service and guidance to ensure your financial success.
Career Opportunities
If you are interested in a career in financial services, we offer opportunities to join our team. We are always looking for talented and dedicated individuals who share our passion for helping others achieve their financial goals.
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