Wealth Strategies for Your Lifestyle
Build Your Wealth
At LUX we believe a complete wealth strategy is more than just reducing taxes and asset defense. We want to help get the noise out of the way so you can pursue other endeavors like happiness, health and ways to give back. Your vision is important to us and we will partner with you to reach your goals every step of the way.
We Work For You
LUX Wealth Strategies provides first class services that fit your lifestyle. We strive to be different than your typical private wealth firm with a warmer, more understanding approach to planning. We want you to feel comfortable asking questions. It is our goal to fully appreciate your retirement income goals, needs and dreams for today, tomorrow and generations to come. We work hard to make complicated plans easy to grasp.
A New Approach to Wealth Management for a Happier, Healthier Future
At LUX Wealth Strategies we help you design a strategy that allows you to share your life’s successes with others during your lifetime and direct distribution after death. We'll work with you to prioritize the goals for your estate and customize a strategy that meets your lifestyle, long-term needs and philanthropic goals.
Whether you’re in the initial stages of planning or are already retired, LUX can help make your retirement funds last. From creating an income stream you can’t outlive and maximizing the value of your assets to protecting your family and preserving a legacy for your beneficiaries, we have the knowledge and experience you can rely on to feel confident, protected and prepared.