Lucasian Wealth Management, Inc.
Investment Management - Ames, Iowa, United States
Lucasian Wealth Management, Inc. Employees
Lucasian Wealth Management, Inc. Details
At Lucasian Wealth Management, our focus is on the clients. You are the reason we come to work each day, and it is your goals and dreams we strive to achieve.Our advisor-client relationships are really partnerships. We sit on the same side of the table as we establish your goals, draw out the road-map, and realize the success together. That is why our advice process is driven by the clients and for the clients. We have the tools to help you reach your goals, but it is your unique situation that helps us shape the path.Whether we are meeting in our offices, a client's home, or an executive board room, we have the kitchen table mentality. We want you to feel as comfortable with our conversations about your financial goals as you would when sitting down to dinner at our own kitchen table. A strong financial advisory relationship is built on mutual trust and respect, and we work to earn yours every day. We treasure the relationships we have with our clients and look forward to the future as we walk with you along your financial journey.Advisory services offered through Independent Wealth Network, Inc., a SEC Registered Investment Advisor. Securities offered through Brokers International Financial Services, LLC Member SIPC. Brokers International Financial Services, LLC is not an affiliated company.
