Firethorne sits at the crossroads of Katy and Fulshear, and its residents reflect both worlds: energy professionals building careers at ExxonMobil, Chevron, ConocoPhillips, and Shell, and Katy ISD teachers, administrators, and staff planning retirement around a TRS pension. LUCA Wealth Management serves both — with planning that connects your employer benefits to a coordinated tax strategy.
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.
Firethorne households often blend two very different benefit systems: a Katy ISD career with Teacher Retirement System of Texas pension questions on one side, and a corporate energy career with RSUs, deferred compensation, and 401(k) decisions on the other. Most advisors understand one or the other. Our Katy office — minutes from Firethorne via FM 1463 — plans for both under one roof, integrating investment management with CPA-led tax planning through LUCA Financial.
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.