Our role is to help you achieve your financial goals
Our wealth management advice starts with you. We learn about your goals, concerns, and requirements. Then we custom-tailor a plan that is your roadmap for achieving the financial goals that are most important to you.
We do not believe in cookie-cutter planning solutions that assume all of our clients in a certain age group have the same goals and tolerance for risk. In fact, we believe every client is unique, so their plans must be tailored to fit their goals and not their age group.
In a nutshell, our role is to help you achieve your financial goals. This requires sophisticated planning and execution under a variety of market conditions. A flexible approach is key because many of the market conditions that impact your wealth are not predictable.
We start with a review of your past experience and current situation. Then we address your goals and timelines. This information helps us develop your personal financial plan that is the foundation of your strategy for achieving the goals that are most important to you.
After you have approved your financial plan, our role is to help you execute your plan to maximize the probability you achieve your goals and minimize your risk of not achieving your goals.
Our core belief about personalized services carries over to our clients’ investment portfolios. Each portfolio is custom-tailored to meet the goals and risk tolerances of our clients.
You will experience the difference the minute you select Lucas Capital Management to be your financial advisor.