LourdMurray
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Welcome To
LourdMurray

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EXTRAORDINARY PEOPLE NEED EXTRAORDINARY ADVICE.


LourdMurray offers the experience, sophistication and investment acumen to address some of their most complex challenges. We serve our clients as their lifelong advisors, bringing them effective and thoughtful solutions ranging from investments and insurance, to education, retirement and wealth planning.



EXTRAORDINARY SUCCESS CALLS FOR EXTRAORDINARY WEALTH MANAGEMENT. LOURDMURRAY IS A BOUTIQUE, FEE-ONLY WEALTH MANAGER THAT SPECIALIZES IN SERVING BUSINESS LEADERS, ARTISTS, ATHLETES AND OTHER EXTRAORDINARY INDIVIDUALS AND THEIR FAMILIES.

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Their achievements create complex financial issues, including:

  • Sudden wealth.
  • Unpredictable cash flow.
  • Complex pay structures.
  • Concentrated exposure.
  • Elevated privacy needs.

We simplify their lives and help them make more confident decisions so they can focus on what they do best.

WE MAKE WEALTH SIMPLE.

Our profound experience working with extraordinary people gives us a deep understanding of the unusual financial challenges they face, including sudden wealth, unpredictable earnings, complicated compensations arrangements, potentially shorter careers, multiple business entities and concentrated exposure.


Our Philosophy

Our Team

Wall Street banks are known to prioritize company interests over their clients'. Not us. Not here. Not ever.


meet lourdmurray

Services


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Comprehensive Wealth Planning

YOUR LIFE IS DIFFERENT. YOUR ADVISOR SHOULD BE, TOO.

Our clients represent preeminence in their professions—rare individuals whose gifts have propelled them to some of the highest tiers of professional and financial success.