Where Fiduciary Duty Meets Forward-Thinking Strategy
At Laurus Financial Group, we don’t believe in one-size-fits-all advice. Founded on the principle that great financial planning is both deeply personal and rigorously strategic, Laurus offers high-net-worth individuals and families a boutique experience backed by institutional-quality resources.
Led by partners Craig Weinstein, AIF® and Amir Barar, CRPC®, AIF® Laurus blends decades of combined experience with a dynamic, forward-thinking approach to wealth management. Craig and Amir work side-by-side with clients to design customized strategies that align with each family’s unique goals, legacy plans, and tax landscape.
What Sets Laurus Apart
Advisor-Led & Client-First
Unlike many firms built around products or quotas, Laurus is advisor-owned and client-focused. Our fiduciary responsibility is the foundation of every decision we make — and we act on it every day.
Deep Strategic Expertise
From advanced tax strategies and direct indexing to structured yield notes and insurance-backed planning, Laurus delivers high-impact advice that addresses both short-term outcomes and long-term wealth preservation.
A Dual Perspective
With Craig’s background in advisor transitions and structured planning and Amir’s strength in portfolio construction, investment analytics, and risk management, clients benefit from a well-rounded team that understands both sides of the financial equation.
Embedded in a Premier Network
As part of Concurrent Advisors, Laurus leverages an industry-leading RIA platform while maintaining complete independence. Craig sits on Concurrent’s Board of Advisors, Investment Committee, and Marketing Sub-Committee, ensuring our clients have early access to the best thinking and tools in the industry.
Human-Centered Service
We take the time to understand each client’s story — their family, their goals, their priorities. Whether it’s designing a multi-generational trust strategy, helping a retiring executive reduce concentration risk, or guiding an advisor through the sale of their practice, we make the complex feel personal and actionable.
Our Mission
“To deliver meaningful value to our clients — not just in returns, but in clarity, confidence, and long-term outcomes.”
