Andrews, Lucia Wealth Management Llc

Andrews, Lucia Wealth Management Llc company information, Employees & Contact Information

Investment firm serving a select group of clients who seek a personal chief financial officer to deliver a prudent investment approach. - Investment philosophy grounded in academic evidence - Legally held to a fiduciary standard of care providing advice driven by the client’s best interest - Based in San Mateo and Danville, California - Fee-only advisor based on a simple schedule of assets under management - SEC Registered Investment Advisory Firm— ADV available upon request Specialties: ALWM delivers four primary wealth strategy services to manage the financial complexities in your life so that you are free to focus on the pursuits that are important to you: Enhancing Wealth, Protecting Wealth, Transferring Wealth, Donating Wealth. Each component is addressed when --and if-- it plays an integral role in your life. When changes are warranted, we help anticipate and ensure a smooth transition for you, your children and branches within your family.

Company Details

Employees
2
Founded
-
Address
1825 South Grant Street, Suite 610, San Mateo,california 94402,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
HQ
San Mateo, California
Competitors
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