Why Lucas Capital?

Truly Personalized Service

You have a lot of choices when you select a financial advisory firm to help you plan your financial future and invest your assets in the securities markets. In fact, there are so many choices it can be very confusing.

Lucas Capital Management would like to help you make the right choice by providing five key characteristics that describe the best advisors in the financial service industry.

  1. Our Financial Knowledge

There is no substitute for education and experience. We are proud of the decades of experience that defines the financial knowledge of each member of the Lucas Capital Management team.

  1. Our Independence

This critical Lucas characteristic means we are able to always act in the best interests of our clients. We are not controlled by a major bank or insurance company that impacts the advice that we provide to our clients.

  1. Our Boutique Firm

We believe our clients benefit from our size. Lucas Capital Management clients interact with firm principles and not sales professionals who are paid to market investment and insurance products.

  1. Our Team Approach

We believe our clients benefit when they get the best thinking of a team of professionals and not an individual. Each client is assigned to a planning and investment expert, so they have a single point of contact. Each expert is supported by other Lucas Capital Management professionals, so each client benefits from the knowledge of the team.

  1. Our Communications

We believe timely communications are part of the glue that defines the relationships that exist between Lucas Capital Management professionals and our clients. We provide monthly and quarterly reporting as well as in-person and virtual meetings, so our clients are fully informed about recent market activities and our outlook for the future.

At Lucas Capital Management, you will get the attention you deserve from experts who get to know your financial situation very well.

Check Your Financial Health

Schedule a free, no-strings-attached retirement checkup today.