We are a modern wealth management firm providing clarity, confidence, and peace of mind about all things financial.
Welcome to Lucidity.
What’s in a name?
We chose Lucidity as our name because we make complex ideas simple to understand.
We provide a clear path to your financial independence.
And, we always have one clear goal in mind, which is to manage your wealth as though it were ours.
It’s that important to us.
How We’re Different
Unparalleled Service
Service is Lucidity’s middle name. We have the time, expertise, and desire to give you patient, accurate, and attentive guidance through all of life’s financial decisions. We provide awesome.
Clear Advice
We communicate clearly about complex subjects because we always want you to understand how your money is working for you. We’ll speak in jargon if you like jargon, and in plain English if you don’t.
Custom Investment Management
Knowing that everyone’s situation is unique, we construct investment portfolios tailored to your personal circumstances. We make sure your investment portfolio is working to meet your goals.
What We Do
Goals-Based Financial Planning
We have developed and refined a process that puts every piece of the puzzle together as your life unfolds and your needs evolve.
Customized Investment Management
Our investment philosophy is simple: We get to know you and what you’d like your money to do for you. Then we build a portfolio that aligns.
Ongoing Education and Guidance
We are convinced that early financial education will leave your loved ones empowered to be good stewards of your money and theirs long after you’re gone.
Who We Help
People and Families
No matter which stage of life you are in, we will be your confidante and advocate for all things financial.
Business Owners
We know you wear a lot of hats as a business owner. We’ll help you cover your important financial bases so you can focus on everything else.
Retirees and Financially Free
We help you plan for and fund the lifestyle you want to live. Work because you want to, not because you have to.