Personalized Service

Getting the personalized attention you deserve

At big firms, you’re often just a number.  It’s hard to get enough of your advisor’s time and attention.

You usually don’t even deal directly with the actual experts and money managers. Instead, your contact is a “relationship manager”. You never get to sit directly with the experts and talk about your needs and goals.  As a result, the services you receive are not usually tailored to what you need and want.

That’s why we’re different:

  • We’re small enough so you get the personal attention you deserve and large enough to provide you access to any investment or strategy.
  • The attention you get is from experts, not “relationship managers”.
  • Frequent contact is built into our process. We reach out to you on a regular basis and are always tracking your progress toward your goals.
  • We make sure your risk is managed and you stay on track with your financial plan.

Saving You Time

Your life is busy, so we’re here to help make sure your financial life stays organized and on track. As your partner in all financial matters, our services are proactive. We’re here to keep things organized and moving forward for you.

You are always welcome to visit us at our office in the historic Galleria Building in Red Bank.  But when you’re busy, we’re happy to meet you where and when it’s most convenient:

  • Online, by teleconference
  • At your home or office

For our clients, that means less stress and more confidence in their future.

Coordinating with Your Professionals

One problem with financial advice is that it’s often given in a vacuum.  All advice needs to be coordinated with your tax professional and attorney to get the best result.

We work hand in hand with your other professionals so you reap the benefits of a coordinated strategy.

Your Lucas advisor will take the lead and the responsibility for implementation.  This helps you get more done with less stress and time required.

Family Office Style Services

Very wealthy families traditionally have set up “family offices”.  That office, while expensive, takes total responsibility for managing and preserving the family’s wealth.  That normally includes financial planning, investment management, tax planning, and estate planning.  The focus is a simple one:  preserve, protect, and conservatively grow the family’s wealth so it lasts.

The principals at Lucas Capital needed a Family Office for themselves and built it at Lucas Capital.  We use the same tools and follow the same practices for you that we do for our own family.

In today’s world, most people can’t afford a dedicated office.  That’s why at Lucas Capital, we offer “family office style” wealth management so you can get these benefits without the considerable cost of hiring dedicated staff.

Our relationship is not just with you but also with your family.  We frequently provide advice to the extended family once you are under the Lucas umbrella.  We recognize that your children might not have accumulated enough capital to access top quality financial advice.  As a client, we are happy to assist your children and grandchildren with their financial needs without any minimum asset requirements.

This coordinated, time-tested approach helps you keep your family’s assets diligently managed, with you as the key decision maker. This service helps our family clients feel more confident and organized and can help with the transition of wealth to the next generation.

In today’s world, most people can’t afford a dedicated office.  That’s why at Lucas Capital, we offer “family office style” wealth management so you can get these benefits without the considerable cost of hiring dedicated staff.

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Five tips to help you protect your money and achieve your life goals.