Lucia Capital Group, along with its family of financial services companies, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance.
Lucia Wealth Services
Our philosophy places a focus on developing financial plans independent of specific investment options.
Lucia Capital Management
We provide portfolio management services to deliver investment opportunities to institutions and investors.
Lucia Insurance Services
We offer policies and products from highly rated insurance providers across the spectrum of insurance services.
There is no one-size-fits-all retirement plan, we believe achieving your goals begins with personalized planning. The Bucket Strategy® is a retirement philosophy designed to help you build an income source for the money you need today and growth potential for the money you’ll need later in retirement. Talk to one of our financial advisors today, and start building a personalized plan tailored specifically to your goals and objectives.Talk to an Advisor
Retirement planning starts with education, and Lucia Capital Group offers a full lineup of live events and articles dedicated to your retirement and financial planning. The Bucket Strategy® Retirement Workshops are coming to a city near you. Register today to attend one of these complimentary seminars and learn how The Bucket Strategy® can help you build a plan for retirement.View More Events