Your Partner in Wealth
Driven by Expertise. Guided by Integrity.
// our company
Your Trusted Financial Partner
Personalized strategies tailored to your financial goals
We pride ourselves on being more than just financial advisors—we are partners in your success. With decades of experience in wealth management, we understand the importance of personalized strategies that reflect your unique goals and values.
// Executive team
Meet our Founder
David A. Lurch is a seasoned financial professional based in Miami, Florida, with over 20 years of experience in the financial services industry. He currently serves as the Managing Director at David Lurch LLC.Prior to establishing his own firm, David was a financial advisor at UBS Financial Services Inc. for nine years, delivering tailored wealth management solutions to clients. David began his career at Options Banc, then Morgan Stanley, and later worked at Merrill Lynch & UBS.In addition to his professional endeavors, David is actively involved in the Miami community, and loves spending time on the water with his Family.David holds the General Securities Representative (Series 7) licenses, as well as the Uniform Securities Agent State Law (Series 63) and Uniform Investment Adviser Law (Series 65) licenses, he is Chartered and has a Masters Degree in Finance, underscoring his comprehensive expertise in the financial sector.
David Lurch
CEO & Founder