Luca Partners is named after Luca Pacioli, who was an Italian mathematician in the 15th and 16th centuries. He is thought to be the first to write about the Rule of 72, a financial concept to estimate the number of years it could take an investment to grow and potentially double, based on certain criteria and fixed rates of return. Additionally, he is quoted as saying “Without order, there is chaos” which we believe captures the essence of the value we deliver.
At Luca Partners, our mission is to bring order to the chaos that surrounds a family’s financial planning. Through highly talented, experienced, yet youthful professionals, we deliver comprehensive financial planning and provide guidance for families to develop a written financial plan, as well as a process to review it and make decisions as life evolves. Our world class planning, asset management, and insurance strategies provide clarity for today and the future, thus empowering clients to spend their life living.
Our team is award winning
Luca Partner and Wealth Management Advisor Charles Irvin has been recognized by Forbes as one of the top financial security professionals in the country. He has also recently achieved his Wealth Management Certified Professional® (WMCP®) designation from The American College of Financial Services. Founding Partner, Whit Newton, has also recently been recognized by Forbes as a Top Next-Gen Wealth Advisor. These are monumental achievements for financial advisors and demonstrates the passion, commitment, and desire to skillfully manage clients’ money and provide exceptional financial advice. Congratulations to Charles and Whit on these prestigious accomplishments.
FORBES TOP FINANCIAL SECURITY PROFESSIONALS BEST IN STATE LIST (JULY 2022). FORBES “TOP NEXT-GENERATION WEALTH ADVISORS” LIST, (AUGUST 2022). BASED UPON DATA AS OF 3/31/2022. RESEARCH AND RANKING PROVIDED BY SHOOK RESEARCH. BASED UPON DATA AS OF 12/31/2021. NORTHWESTERN MUTUAL (NM) AND ITS ADVISORS DO NOT PAY FOR PLACEMENT ON 3RD PARTY RATING OR RANKING LISTS. NM AND ITS ADVISORS DO, HOWEVER, PAY MARKETING FEES TO THESE ORGANIZATIONS TO PROMOTE THE RATING OR RANKING(S). RANKINGS AND RECOGNITIONS ARE NO GUARANTEE OF FUTURE INVESTMENT SUCCESS.
FORBES BEST-IN-STATE TOP FINANCIAL SECURITY PROFESSIONALS LIST (JULY 2023), RESEARCH AND RANKING PROVIDED BY SHOOKRESEARCH, LLC. BASED UPON DATA AS OF 12/31/2022.