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 InsuranceMonetary Authorities-Central Bank
- Website
- http://www.luciawealth.com
- HQ
- San Mateo, California
- Competitors
Andrews, Lucia Wealth Management Llc Questions
Andrews, Lucia Wealth Management Llc's website is http://www.luciawealth.com
Andrews, Lucia Wealth Management Llc's LinkedIn profile is https://www.linkedin.com/company/luciawealth
Andrews, Lucia Wealth Management Llc has
2 employees.
View email and phone details for 2
employees at Andrews, Lucia Wealth Management Llc.
Andrews, Lucia Wealth Management Llc's industry is
Financial Services
Andrews, Lucia Wealth Management Llc's categories are Financial Services
Andrews, Lucia Wealth Management Llc's founding year is 2004
