Cinco Ranch is home to thousands of professionals who commute the I-10 corridor to ExxonMobil, Chevron, ConocoPhillips, and Shell — and to the Katy ISD educators and staff who keep this community running. Whether you're managing RSU and stock-compensation vesting from an energy employer or building a retirement plan around a Katy ISD career, LUCA Wealth Management brings integrated wealth and tax planning to your neighborhood.
Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. LUCA Wealth Management and CreativeOne Wealth, LLC are unaffiliated entities. We are not affiliated with or endorsed by any employer referenced herein. Investing involves risk, including possible loss of principal.
Many Cinco Ranch households carry a financial profile that is anything but simple: dual incomes, employer stock grants vesting on multi-year schedules, 401(k) balances built across several employers, and college planning layered on top. Our office at 24285 Katy Fwy, Suite 300 is minutes from Cinco Ranch, and our planning process is built for exactly this complexity — coordinating investment strategy with CPA-led tax planning through our sister firm, LUCA Financial, so the retirement plan and the tax plan are the same plan.
We are not affiliated with or endorsed by any employer or school district referenced on this page. Names are referenced for descriptive purposes only.
We map your full picture — income, assets, obligations, and the life you want to protect.
Multi-year projections stress-tested against markets, taxes, and longevity.
Your investments are rebuilt to help serve the plan, not the other way around.
We coordinate custodians, CPAs, and estate counsel so nothing slips between advisors.
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.
A 30-minute discovery call is enough to identify whether your current financial picture has planning gaps worth addressing. No sales pitch. No obligation. Just clarity.
Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. LUCA Wealth Management and CreativeOne Wealth, LLC are unaffiliated entities. This material is for informational purposes only and does not constitute investment, tax, or legal advice. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results.