Wealth Management Services

At Luca Wealth Management, our services are designed to provide comprehensive financial solutions for high-income earners, entrepreneurs and retirees, prioritizing their unique financial objectives and legacy goals.

our services

Portfolio Management

We understand that managing investments can be a complex task. That's where our expert portfolio management services come into play. We work with you to build an investment portfolio that aligns with your unique risk tolerance and financial goals.

Risk Assessment

Every investor is unique, and so is their risk tolerance. We engage in thorough discussions to understand your risk comfort level and incorporate it into the portfolio design process.

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Portfolio Construction

Leveraging our extensive market knowledge and research, we carefully select a mix of assets to create a diversified portfolio that aligns with your risk profile and investment objectives.

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Market Understanding

The financial market is dynamic, and understanding its changing landscape is critical. We continuously monitor market trends, analyze economic indicators, and use our insights to adapt your portfolio to the ever-evolving market environment.

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Ongoing Maintenance & Review

We don't just build your portfolio and leave it. We actively manage it, regularly reviewing its performance and making strategic adjustments when needed to keep it aligned with your goals and market conditions.

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Risk Management

We specialize in Risk Management and Insurance services. We understand the importance of protecting both your business and your family. Our comprehensive solutions are designed to provide peace of mind by mitigating risks and safeguarding your assets. Whether you're a business owner seeking tailored coverage or a family looking for reliable insurance options, our experienced team is here to help. Trust us to handle your risk management needs effectively, so you can focus on what matters most.

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Tax Planning

Welcome to our website! We specialize in comprehensive tax planning services tailored for business owners, entrepreneurs, and families. Our team of certified public accountants (CPAs) is dedicated to identifying effective tax strategies that seamlessly integrate with your investment and retirement planning goals. By leveraging our expertise, we help you optimize your tax position and ensure that tax considerations play an integral role in your overall financial strategy. Trust us to provide you with personalized solutions that maximize your tax efficiency while aligning with your long-term objectives.

Retirement Planning

We specialize in Retirement Planning, assisting you in securing a financially stable future. Our expert advisors will guide you through the entire process, ensuring that your retirement goals are met.

Retirement Planning with us involves comprehensive analysis of your current financial situation, identification of retirement objectives, and the development of a personalized strategy. We consider factors such as your desired lifestyle, risk tolerance, and investment preferences to create a tailored plan that aligns with your unique needs.

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Additionally, we excel at helping you plan for tax-free income distributions during retirement. Our team will explore tax-efficient investment options and strategies to optimize your income while minimizing tax liabilities. By leveraging our expertise, you can enjoy the benefits of tax-free income, allowing you to make the most of your hard-earned savings.

We are committed to providing top-notch Retirement Planning services and helping you achieve a secure and prosperous retirement. Contact us today to embark on your journey towards a worry-free future!

Empower Your Financial Future with Us Today!