Why an Over-Diversified Portfolio Is a Problem
June 14, 2023
Meet Wade Shumway
Wealth Manager at Lucia Capital Group
Together, we’ll craft a personalized strategy to help you work towards your financial goals.
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(800) 644-1150
Connect with Wade Shumway
Wade Shumway Associates
Wade Shumway
Wealth Manager
Wade Shumway is a wealth manager supporting various advisory teams at Lucia Capital Group. He currently holds the series 7 and 66 licenses with LPL Financial.
Wade joined Lucia Capital Group in 2019 and has been working in the Financial Services Industry for the past ten years. Prior to joining LCG, he worked in the LPL Financial home office in the compliance department, and later as a virtual admin for financial advisors.
Wade was born and raised in San Diego, CA. He enjoys cycling the Pacific Coast and doing long distance cycling trips with his family, most recently to Morro Bay.
See Wade in Action
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How can we help you the most?
Schedule a meeting with Wade Shumway
Step 1: Introductory Call
It all starts with a phone call that allows us to get to know each other and to find out if our advice and philosophy are a good match for your situation. During this call we’ll get into what your specific goals are, where you’d like to be in the future, and how we may be able to help you get there.
Step 2: Meet with Your Advisor
During this meeting, you'll see exactly how we would implement your strategy and what it would look like to work together. At this point, we'll ask you to take some time to think about whether you believe if we're the right fit for you. It's important that you make an informed decision, and we encourage you to take whatever time is necessary.
Step 3: Getting Started
If we all believe this is a good fit, we'll begin the process to get you on board as a client of the firm. We'll take you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.
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