What We Do

Going further to help you reach your goals

You probably don’t measure your success in life by a single number, and neither do we.  That’s why we work with you on much more than your investments.

Our services have a clear focus on helping you reach your life goals:

  • Comprehensive financial planning
  • Personalized investment management
  • Coordination with your attorney and accountant
  • Family-office style services to make your life easier

Most importantly, our services include unlimited support to make sure you stay on track.  Because a plan that sits on a shelf isn’t going to do you much good.  Execution is everything.  With Lucas Capital, we’re here to help keep you on track to achieve the things you want most in life.  

Fiduciary, Fee-Only Advice

As important, we’re true fiduciaries, meaning that we legally put your interests before ours.

We’re also a fee-only firm, which means we do not sell investment products nor are we paid commissions.  Instead, our only revenue is from the fees paid by our clients.

How does this help you?

  • This structure eliminates conflicts of interest
  • Our loyalty is only to you, not to product companies or a parent corporation
  • You’ll receive advice that is in your best interests, always

Keeping You Informed

Many firms actively communicate with you at the beginning of a relationship but lose interest in talking to you after you join them as a client.  We don’t agree with that approach.  It’s our job to stay in touch with you year-round to review your investments and make sure you are always working toward your goals.  That means we’re there for you when you need us.  

Transparent Fees

Everything we do is provided for one clear, transparent fee so you know exactly what it will cost.  Our comprehensive service includes unlimited support, so you don’t have to worry about surprise bills.  You can simply call or email us whenever you need help.

Our loyalty is only to you, not to product companies or a parent corporation.

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