Get the attention you and your money deserve

Your financial life is complex so you need more customized financial planning and investment strategy. Learn how Lucas Capital Management provides you with unbiased, independent advice and attention year-round….so you can build wealth that lasts.
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Over 60 Years of Experience
Helping You Succeed


Independent, Conflict-Free Advice

We’re free of the conflicts of interest common at so many firms. Instead, we serve as your fiduciaries, always putting your interests first. We’re also fee-only financial advisors, meaning we don’t sell any products. Our only loyalty is to you.

Intensive Financial Planning Expertise

Our experienced team specializes in tackling your most complex needs. Whether it’s helping you structure a business sale or maximizing stock options, we’ve got the expertise you need to help you explore your options and chart your course forward.

Expert Portfolio Management

It’s not what you make, it’s what you keep. Our team has significant experience guiding clients through all types of markets and economic climates. We’re focused on managing your risk while helping you generate sustainable returns.

Personalized Service

One-size-fits-all wealth management can compromise your results. Everything you get from us is customized to your needs. That means your financial planning and investment strategy are built from the ground up, based on your needs and goals. Everything we do includes our full-service support, where we’re there to help you with any financial question or challenge you encounter.

Your Trusted Partners

Most firms offer you “relationship managers” and then your money is managed by someone else. At Lucas Capital Management, you work directly with our experts to organize and optimize your financial future. You’re an integral part of formulating your financial plan. We act as your trusted partner, helping execute the financial strategy we’ll develop with you that meets your unique needs.

Our team of experts bring a wealth of financial industry experience as well as expertise gained while working for some of the country’s largest businesses. What does that mean to you? Our collective experience means you're getting expertly customized financial plans and investment strategies, instead of cookie-cutter solutions.

Complimentary eBooK: Financial Planning for Successful People

Five tips that will help you protect your money and achieve your life goals

Customized Wealth Management Built

Around Your Needs

Complex Financial Planning

Our intensive planning process helps you confidently tackle a broad range of financial issues, including succession or exit planning.  We’ll also work closely with your accountant or attorney to help make sure your plan is not only well-defined, but also successfully implemented.

Retirement Planning

With retirement planning, there’s little margin for error.  That’s why we provide only customized wealth management.  Many angles need to be considered and analyzed.  Our team has the expertise to help guide you through the process successfully.

Portfolio Management

When you’re successful, preserving your assets is as important as creating growth. Your team at Lucas Capital Management will work closely with you to develop and implement a prudent, customized investment strategy so you can feel confident about the future.

Start Planning Today!

Talk with our team of experts about how we can help you position yourself for the future.
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Lucas Insights

Get the latest insights from our wealth management team
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