Client Vault

Learning Center

An Integrated Investment Plan Is Key

  • May 22nd, 2017

A sound investment plan isn’t the only way to find financial security. Earlier this week, we looked at the importance of incorporating different types of risk—specifically, human capital risk—into an overall financial plan. Today I will focus on mortality and longevity risk, and using “tax alpha” strategies to improve the odds of achieving your financial goals….

How to Help Aging Parents With Their Finances

  • May 16th, 2017

Helping aging parents with their finances. Stuart Vick Smith, ML&R Wealth Management  Role reversal: If you have aging parents, they may need help sorting out their finances. Stuart Vick Smith lays out some steps you can take to help them feel in control of their financial life. Find it on KVUE.com By clicking on any…

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.

Learn More


©2017 Lucia Wealth