Lucia Capital Group offers comprehensive, integrated financial planning and wealth services to our clients. Our clients benefit from the tenure of the firm’s wealth managers, many of whom have experience in the areas of financial planning, asset management, investment brokerage, and insurance.
As a client, you are assigned a wealth manager who works closely with our support staff and specialists in the areas of tax, estate, and insurance. This team approach supports our wealth managers in designing sophisticated financial strategies for your retirement.
Lucia Capital Group works with management consultants, attorneys, and CPAs to assist in the continuity of financial planning and investment management. Collaborating with others helps us offer our clients a diverse and well-rounded client experience.
Learn more about working with one of our wealth managers.
Our Strategy First® approach begins with developing a customized, comprehensive strategy built around a client’s current and future goals and objectives. Our team of wealth managers accesses talent inside and out of the organization to provide our clients with a customized strategy and mix of investments. Learn more.
Through our affiliation with Lucia Insurance Services, we have the ability to offer policies and products from highly rated insurance providers across the spectrum of life insurance, long-term care insurance, disability insurance, and annuities. Learn more.
Lucia Securities, LLC, our affiliated broker/dealer, is built on a foundation of experience and the pursuit of excellence; they are committed to helping financial professionals grow and prosper. Learn more.
Investment advisor representatives of Lucia Capital Group are also registered representatives of, and offer securities through, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC, and a subsidiary of Lucia Capital Group. Registration with the SEC does not imply a certain level of skill or training. Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.
Strategy First® is a registered trademark of Lucia Licensing Company, an affiliate of Lucia Securities, LLC.