Andrews, Lucia Wealth Management LLC
Financial Services - San Mateo, California, United States
Andrews, Lucia Wealth Management LLC Employees
Andrews, Lucia Wealth Management LLC Details
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 requestSpecialties: 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.
Andrews, Lucia Wealth Management LLC Technologies
Load Balancers
Ubuntu
Hosting
Amazon AWS
Analytics and Tracking
Google Analytics
Other
Mobile Friendly