Lucia Wealth Services

EST. AUM
$128,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area San Diego
CRD Number
Website luciacap.com
Client types

Overview

Lucia Capital Group is an independent financial services firm that offers financial planning, investment management, annuities, and insurance services. Its wealth managers utilize a Strategy First approach to construct dynamic portfolios uniquely designed for every investor. In developing a strategy, the wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. Their team-based approach to financial and retirement planning keeps clients' financial goals at the forefront of their work. As a team, the wealth managers hold CFP®, CPA, ChFC, and MBA designations and degrees. The organization, and most importantly its clients, benefit from the knowledge and experience of these wealth managers. Furthermore, strategic relationships with individuals and organizations increase the investment advisory and portfolio management offerings to clients. The firm believes that its wealth managers and strategic relationships provide a strong foundation for their services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lucia Wealth Services

Platform Details

Investment Preferences

Alternative Activity

Address

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