Lucas brings a depth of knowledge that allows him to provide complete wealth planning experience for individuals, families, and business owners. This expertise includes tax minimization strategies, tax preparation, intergenerational wealth transfers, investment strategies, retirement planning and advice on charitable giving opportunities. Lucas excels at bringing a holistic approach to his client’s relationship with money. While generating good returns is important, it is no longer the only goal for most people. He helps to define priorities and simplify the complexity of wealth, through a comprehensive wealth management approach, to navigate his client’s challenges and reach their goals.

Our key role is to help you develop a plan that looks carefully at investment, tax, estate, and risk strategies and to ensure the components are properly integrated with each other. We work closely with your other professionals to ensure that a collaborative approach is taken.