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.
Their achievements create complex financial issues, including:
Unpredictable cash flow.
Complex pay structures.
Elevated privacy needs.
We simplify their lives and help them make more confident decisions so they can focus on what they do best.
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.
Wall Street banks are known to prioritize company interests over their clients'. Not us. Not here. Not ever.
9777 Wilshire Blvd., Suite 1018
Beverly Hills, CA 90212
4658 Bluebonnet Blvd. Suite B
Baton Rouge, LA 70809
3611 Valley Centre Drive Suite 125
San Diego, CA 92130