Expert financial planning and wealth management services tailored to your unique goals and aspirations.
At Andrews Lucia Wealth Management, we believe wealth management should be both comprehensive and personal. Our integrated approach combines investment management, retirement planning, and estate strategies to help you achieve your financial and life goals.
We employ an academic-based investment philosophy backed by decades of financial research, helping you make informed decisions with confidence.
Your financial situation is unique. We take time to understand your goals, concerns, and aspirations to create a tailored strategy.
As fiduciaries, we are legally and ethically bound to act in your best interest, providing transparent and unbiased advice.
Comprehensive financial solutions designed to protect, grow, and transfer your wealth.
Strategic investment management and portfolio optimization designed to grow your assets while managing risk appropriately for your situation.
Learn MoreComprehensive risk management strategies including insurance planning, asset protection, and contingency planning for unexpected events.
Learn MoreEstate planning strategies to ensure your legacy continues, minimizing taxes and maximizing the value passed to your heirs and charitable causes.
Learn MoreProactive tax planning strategies to minimize your tax burden, maximize deductions, and coordinate with your overall financial plan.
Learn More"We focus on minimizing regret over maximizing returns. Your peace of mind and financial security are more important than chasing the latest Wall Street trends."
Our evidence-based approach helps you make informed decisions, sleep well at night, and focus on what matters most in your life.
Learn More About Our Approach
Schedule a complimentary consultation to discuss your financial goals and discover how we can help you achieve them.
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