We believe diversification is one of the most important components of your wealth strategy. We take time to understand your goals, philosophies and what’s important to you whether it’s needs for your lifestyle, charitable vision or creating a family legacy.
Our clients are unique, successful people and we understand their drive, determination and desire to make an impact on this world. Whether you’re a professional athlete, specialty physician or high level executive and entrepreneur, we understand every one has different needs and demands from a wealth strategy perspective. We specialize in servicing people in high income brackets and focus on their biggest concerns such as reducing taxes, protecting their estates and being able to enjoy their lives without the stress of worrying about finances.
Health + Wealth + Love + Wisdom = Happiness for You
Our exclusive approach will leave you feeling more comfortable with your relationship with money and better able to understand how we create a personalized, flexible approach to your portfolio. At LUX, we aim to bring your vision for your wealth to life and we’ll do it in a clear, concise and simple manner. We take the time to explain investments and their purpose with simplicity.
The word cloud above is our manifesto, a collection of our thoughts and plans for LUX Wealth Strategies so we can provide service above the rest. We want you to feel comfortable in your choices and we appreciate and value your confidence and relationship. In short, we’ll help you make smarter decisions for achieving the financial future you desire.