Why Lucas Capital?

Truly Personalized Service

Your money is important.  You need a financial advisor that treats it that way.

Often people end up with a cookie-cutter financial plan and strategy.  That can leave you unsure if you’re on the right track. Without a thoughtful approach, you may be assuming too much or not enough risk for your circumstances.

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

Here, you’ll find something different:

Personalized financial planning to help simplify your financial life and create a roadmap for your future
Customized investment management direct from our experts
A collaborative approach helping you address your financial challenges, analyze your options, and choose the best solution
A partnership, where our experts help you get organized and in control of your financial roadmap
A culture of service saving you and your family time and stress
 

Lucas Capital Management

Big Brand Advisors

You deal directly with experts, not relationship managers

Yes

No

Your investments are managed in-house

Yes

Maybe

Always fiduciary advice

Yes

No

No conflicts of interest

Yes

No

We’ll work with your accountant and attorney

Yes

Maybe

Year-round proactive communication

Yes

Maybe

Clear, transparent fees

Yes

No

A person will always answer the phone and help with any questions

Yes

Maybe

Family Office Style Services available

Yes

Maybe

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.