As head of his family business, Ryan needs wealth management guidance as well as help dealing with a family in transition. A young, extremely successful tech exec, Brad was looking for a practice to steward his growing wealth. Preparing for the sale of their family business, Evan and Kelly were looking for an advisory firm to help them through the transition.
Coming out of a challenging divorce, Sarah was looking for a firm to protect her interests and guide her investments. Jennifer is a smart, successful corporate executive who has built a profitable business, in part by surrounding herself with the best talent. About to retire from a successful law practice, Henry and his wife, Ellen, are looking to secure the promise of their golden years.
Coming out of a challenging divorce, Sarah was looking for a firm to protect her interests and guide her investments. Jennifer is a smart, successful corporate executive who has built a profitable business, in part by surrounding herself with the best talent. About to retire from a successful law practice, Henry and his wife, Ellen, are looking to secure the promise of their golden years.
Services
Every member of our team is unified around one purpose: to help you attain your goals and secure your future. Our team is dedicated to working collaboratively, both internally and externally with your family's advisory team. We like to view ourselves as the next generation of private wealth management, and we combine thoughtfulness with excellence, delivering institutional-caliber solutions designed to help grow and preserve your wealth.
Using a transparent and collaborative approach, LourdMurray Delphi strives to provide clarity and confidence in an unpredictable world. Providing institutional-caliber wealth management services, LourdMurray Delphi works to create thoughtfully designed and managed portfolios. We also emphasize tax efficiency and risk-adjusted returns in an effort to help our clients preserve the wealth they have worked so hard to build.
In today's chaotic investment landscape, a thoughtful perspective is a valuable asset. LourdMurray Delphi Insights takes an in-depth look at important topics for your wealth management. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser.
LourdMurray Delphi was founded on the principle of thoughtful excellence: every member of our team genuinely cares about our clients, and consistently strives to deliver an outstanding experience. Our backgrounds are diverse, and we look for new team members who uphold our core values and add to the collaborative culture we've worked hard to create.
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