Individuals & Families
We know our clients are busy professionals, executives, business owners, and retirees. Each client has their own set of circumstances, concerns, and goals. It is our role to help our clients make sense of a complex world that appears to be increasingly volatile.
We know many of our clients have a difficult time staying focused on big-picture goals when they are dealing with the challenges of everyday life. We can help.
We treat each client as an individual because we know that everyone’s circumstances are different. It is easy to believe clients in the same age groups have the same goals and tolerances for risk. Therefore, some advisors plug them into the same retirement plans and model portfolios. That is not how we treat clients at Lucas Capital Management. All of our clients are unique and that is how we advise them.
Why select Lucas Capital Management? We provide the advice and services our clients need to achieve their financial goals during their working, transition, and retirement years.
We specialize in helping individuals and families who have more complex financial lives.