LUCAWealth Management
Independent advisory · A Luca company

One integrated plan
for wealth, taxes,
and life.

As a financial advisor in Katy, TX, we build wealth management, tax strategy, and life planning as a single system — for energy company retirees, high-income families, and business owners across Katy, West Houston, and Texas.

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Our services

A coordinated practice, not a menu of products.

Every recommendation is stress-tested against your income plan, your tax picture, and the life you're building — so nothing works against itself.

Independent

Investment Management

Goal-based portfolios engineered to support your income plan — not fight it.

  • Defensive risk layers
  • Tax-efficient allocation
  • Roth / IRA / taxable coordination
Learn more about Investment Management
Income

Retirement Planning

How to help turn savings into a reliable, tax-efficient income designed to last through your life.

  • Bucket strategies
  • Pension & Social Security timing
  • Guaranteed income options
Learn more about Retirement Planning
Multi-year

Tax Planning

Strategies built into your retirement plan through our partnership with LUCA Financial.

  • Roth conversion analysis
  • RMD projections
  • Capital gains & charitable strategies
Learn more about Tax Planning
Protection

Protection Strategies

Identify, assess, and help mitigate the risks that can quietly erode a lifetime of work.

  • Insurance review
  • Long-term care planning
  • Estate coordination
Learn more about Protection Strategies
For business owners

Tax Advisory Services

Entity structure, multi-year tax strategy, retirement plan design, and exit planning — delivered through our sister firm LUCA Financial and coordinated with your wealth plan.

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The Luca Retirement Roadmap

Five steps to help take you
from uncertainty to clarity.

  1. 01

    Discovery & Assessment

    We map your full picture — income, assets, obligations, and the life you want to protect.

  2. 02

    Income & Tax Modeling

    Multi-year projections stress-tested against markets, taxes, and longevity.

  3. 03

    Portfolio Alignment

    Your investments are rebuilt to help serve the plan, not the other way around.

  4. 04

    Implementation*

    We coordinate custodians, CPAs, and estate counsel so nothing slips between advisors.

  5. 05

    Ongoing Guidance

    Quarterly reviews, tax-year checkpoints, and a call the moment life changes.

* We do not provide tax, legal or estate planning advice, which must be conducted by qualified tax and legal advisors only.

Leadership & team

Wealth and tax leadership, working as one.

Luca brings retirement strategy and CPA-led tax planning together through a leadership tandem that sees the whole picture — supported by a client-success team that keeps every detail moving.

Meet our leadership team
Jonathan English, Owner and Managing Partner of Luca Wealth Management

Jonathan English

Owner and Managing Partner

Wealth & Retirement Strategy

Brett Arnold, CPA, Partner and President of Luca Financial

Brett Arnold, CPA

Partner · President of Luca Financial

Tax Strategy & CPA Services

Client success support

Jordan Arnold & Joy English

Jordan Arnold, Client Success Manager at Luca FinancialJoy English, Client Success Manager at Luca Wealth Management

Dedicated service across Luca Wealth Management and Luca Financial helps clients receive coordinated follow-through with personal attention at every step.

Begin

Ready to retire with clarity and confidence?

A 30-minute conversation is the fastest way to see whether an integrated plan could change what your retirement looks like.

Schedule a Discovery CallExplore Tax Advisory

Get to know our Katy advisory team or visit our office on the Katy Freeway.