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Fiscal and Tax Policy Possibilities in the Biden Era

  • February 8th, 2021

New year, new administration, new fiscal and tax policy possibilities. We hosted a webcast with David Levin, Kevin Grogan, CFA, CFP® and Jeffrey Levine to discuss what we see in the current economic environment, what may be coming down the road and what it may mean for your clients’ financial plan. Watch the replay now!…

Give the Gift of Long-Term Happiness

  • December 10th, 2020

The holidays are nearing and it’s time to ponder gift ideas. While unwrapping a thoughtful present brings joy in the moment, creating experiences alongside such gifts can beget something to remember and relive. Read on for some ways to blend the excitement a gift brings today with its ability to inspire a more enduring sense…

Firm Overview

Andrews, Lucia Wealth Management LLC, an SEC Registered Investment Advisor firm, was established in 2004 with offices in San Mateo and Danville, California. We are a fee-only advisor with an investment philosophy grounded in academic research.

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