Kirk Loury provides integration between comprehensive personal planning, investment strategies and implementation. In addition, he provides charitable consulting with an emphasis on giving objectives, tax mitigation, and income outcomes, including multi-generational methods.
He is also co-founder and managing member of Advisable Wealth Engines, LLC.
Mr. Loury has over thirty years’ experience in a variety of executive roles covering investing, marketing, and wealth-technology deployment.
He has a particular expertise in applying well-conceived insurance products as investments within a wealth plan to minimize portfolio volatility, deliver high tax efficiency, and meet multi-generational income goals. While having experience with institutional investors, Mr. Loury’s primary focus is with private wealth investors including family offices.
Mr. Loury received a bachelor’s degree in marketing from the University of Colorado, Boulder, and an MBA from the Harvard Business School.