Andrews Lucia Wealth Management - Expert financial planning and wealth management services tailored to your unique goals and aspirations.
Welcome To
Our sole focus is to help our clients coordinate and simplify their financial affairs, so they can spend their time, energy, and money living out and achieving their personal goals.
Launching an RIA firm is exciting, but many founders quickly discover that growth ambitions can be overshadowed by operational demands. This session...
Read MoreWe provide personalized investment planning and wealth management designed around your goals. We combine advisor-led guidance with institutional-scale research and technology to deliver disciplined, tax-efficient portfolios built to grow and endure.
Asset allocation drives your portfolio's returns. We strategically distribute investments across asset classes to balance risk and growth over time, adapting as your needs and market conditions evolve.
Every investor's situation is unique. Our platform allows for customized portfolio variations tailored to your specific goals, risk tolerance, and time horizon with personal advisor-led guidance.
Our fiduciary duty is at the heart of who we are. We manage your assets with the same discipline and care we apply to our own. Acting in your best interest drives every decision we make.
Our Danville Office.
Scott preparing for the day.
Comprehensive financial solutions designed to protect, grow, and transfer your wealth.
Disciplined, tax-efficient portfolios built to grow and endure. We provide access to traditional equities and fixed income, as well as diversifying alternatives to help balance risk and opportunity.
Learn MoreComprehensive risk management strategies including insurance planning, asset protection, and contingency planning for unexpected events.
Learn MoreEstate planning strategies to ensure your legacy continues, minimizing taxes and maximizing the value passed to your heirs and charitable causes.
Learn MoreTax-efficient investing means structuring your portfolio and transactions to minimize taxes and keep more of your returns. We embed tax-smart strategies into every step of your investment plan.
Learn More"One of the greatest advantages in investing is a long time horizon. While markets react to the moment, we stay focused on the long view, aligning your goals with an investment plan tailored to your timeline."
Our philosophy is grounded in the science of investing and has decades of research to support it. The deeper you dive into our story, the more compelling our philosophy. The benefits for you: peace of mind, and better odds of long-term investing success.
Contact UsSchedule a complimentary consultation to discuss your financial goals and discover how we can help you achieve them.
Stay informed with insights from our partner firm
Launching an RIA firm is exciting, but many founders quickly discover that growth ambitions can be overshadowed by operational demands. This session...
Read MoreIf you've been watching the software space lately, you've probably noticed it's been choppier than usual. Notably, the volatility isn't coming from...
Read MoreKey Points After a divorce, it is recommended that you immediately update financial accounts, legal documents, insurance policies, and tax status to...
Read More