Lucas Wealth Management Group

With over 50 years of combined experience, Lucas Wealth Management Group is dedicated to helping clients achieve their life goals and dreams through smart, disciplined financial and investment strategies. Our approach is highly personalized; we believe that every financial solution should be tailored to the individual client's needs, rather than relying on a one-size-fits-all model.

From the very first consultation, we invest time in thoroughly understanding your specific financial situation and objectives. Only after this comprehensive evaluation do we make recommendations designed to help you confidently navigate to, through, and beyond retirement, even in this ever-changing world.

Key Services:

- Personalized financial planning

- Investment strategies

- Retirement planning

- Insurance products

Educational Initiatives:

We are committed to educating young people about the stock market, investing, and personal finance through innovative activities and games, fostering a new generation of financially savvy individuals.

Regulatory Information:

Mark Lucas and Thomas Lucas are both registered to conduct business with residents across multiple states, ensuring broad accessibility. They hold California Insurance Licenses #0c38863 and #1949714, respectively.

Important Disclosures:

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency. They are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

For more insights, including our Midyear Outlook on federal government debt and other financial trends, please visit our website or contact us directly.