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At Michael J. Lucia & Associates, we define Financial Management as the process of planning for the accumulation, protection and distribution of a client's investment portfolio in a manner that is based on their risk tolerance, investment goals and life objectives. Our Financial Management process is not achieved with a "one-size-fits-all" mutual fund or a blanket recommendation. Rather it is based in our decades of experience in listening to client concerns, providing education regarding available options, developing recommendations in our client's best interest and serving as an ongoing financial mentor throughout all of life's changes. Our Financial Management Services
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Question for Michael Lucia?
Market Update
High Net Worth Investors
At Michael Lucia & Associates we have an extensive track record serving the needs of high net worth investors — investors with a net worth greater than $1,000,000 or annual income in excess of $250,000.
Business Owners
At Micheal Lucia & Associates we have assisted business owners in developing comprehensive personal and business wealth management strategies.
