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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.
Learn More About Lucas Capital

Over 60 Years of Experience
Helping You Succeed

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Trust

At Lucas Capital Management, we believe it is imperative that our clients know they can trust our advice and services. That is why our firm is a Registered Investment Advisor and a fiduciary, the highest ethical standard in the financial service industry.
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Independent

Lucas Capital Management is owned by professionals who are active in its business. We are not owned by a bank or insurance company. This allows us to provide independent advice that is not impacted by the interests of third parties.
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Comprehensive

Lucas Capital Management provides a comprehensive array of planning, investing and consultative services. We can provide tailored combinations of financial advice and services that are based on the specific requirements of our clients.
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Personal

Lucas Capital Management believes each of its clients has unique financial concerns, requirements and goals. That is why we provide personalized services that are tailored to the individual needs of our clients.

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

Fee-Only Fiduciary Financial Advisors
Red Bank, New Jersey

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
Quarterly Review - October 2020
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Quarterly Review - July 2020
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