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Helping to grow, protect & transition your assets for
the benefit of you, your family and your estate.

At Michael J. 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.

Working with our firm, we will help you develop a comprehensive wealth management strategy that is aimed at protecting your assets, minimizing tax implications and providing steady and sustained growth.

Services we offer for high net worth investors include:

  • Managed Accounts
  • Alternative Investments
  • Private Placements
  • Structured Notes
  • Estate Planning
  • Tax Management
  • Gifting, Charitable Donations

Find out more. Plan for a sound financial future.

 

  • Click here for a complimentary consultation to see how we can help you plan for a sound financial future.

 

 

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BUSINESS OWNERS

At Michael Lucia & Associates we have an extensive track record serving the needs of high net worth investors.

HIGH NET WORTH INVESTORS

At Michael Lucia & Associates we have an extensive track record serving the needs of high net worth investors.