Fulshear has become home to executives and pre-retirees commuting to Energy Corridor employers like ExxonMobil, Chevron, ConocoPhillips, and Shell — many of whom are now facing the highest-stakes financial decisions of their lives: pension buyout timing, concentrated stock diversification, and the transition from a paycheck to a retirement income. LUCA Wealth Management brings that planning to Fulshear's doorstep.
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.
The five years before retirement are when the consequential decisions cluster: the pension election, the Roth conversion window, Social Security timing, IRMAA exposure, and the diversification of a concentrated employer stock position. For Fulshear residents, our Katy office is minutes away via FM 1093 — close enough for a same-week conversation when a benefit announcement or separation package lands. We coordinate the investment plan with CPA-led tax planning through LUCA Financial, so nothing falls between advisors.
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.