"We believe our investment advisors bring unparalleled knowledge and value with the insights they provide. We value our long-term relationship and feel extremely comfortable we are receiving personal attention to our investing needs. As our needs have changed, we have received sound advice and are confident the level of service and advice will be there in the future. We are thankful to have full trust in our team."
Denise & Randy, Clients
"Beginning the moment I was introduced to Whit and his talented team over 10 years ago, they have always centered the paramount interest of my family’s well-being and goals into every interaction. I trust 100% of our family’s assets into their care with full confidence there is an entire team committed to our mutual success!"
Nelson Powell, Client, Commercial Banker
"My advisors at Luca Partners have helped me for the past 20 years. I have benefited from their advice and opportunities they have created. I have recommended them to all the doctors in my practice."
David Dellaero, MD, Client, Orthopedic Surgeon
Head, Sports Medicine Division
"Charles Irvin and his team have been acting as our financial advisors for more than ten years now. In addition to literally surviving an Earthquake with Jeff, Charles has been an absolute go to for us and our family for top notch advice and services in an array of sectors. He and his team have never led us astray. Most recently, during the past year, he has provided incredible advice and assistance as our family navigated a difficult insurance claims process. We have recommended Charles and his team on many occasions and will continue to recommend Charles and his team 110% in the future."
Jeff & Andrea Bradford, Clients, Attorneys
"My wife and I have been working with Whit and his team for going on 5 years now. From the first introduction, Whit struck me as someone with a very firmly ingrained belief that he/she who fails to plan, plans to fail. As a former CERTIFIED FINANCIAL PLANNER™, I share that same belief.
Through a detailed analysis, the team helped us identify risks and planning opportunities that were far from cookie cutter. They were able to tailor a plan for us that leveraged the intricacies associated with retirement planning for the corporate individual (my wife) as well as the self-employed (myself). There is no question that I sleep better at night knowing that if something tragic happens to me tomorrow, my business will survive, our girls can still go to college, and my wife will still have a chance to live a fulfilled life unburdened by financial stress.
Another thing Whit has stressed to me is the significance of “planned money vs. speculative money.” I will always be a speculator to some degree, but Whit has helped me understand the importance of carving out a larger portion of our annual household income and devoting it to professional money managers to manage. There is a certain degree of freedom that comes with not having to think about it.
Throughout the beginning of 2020 and the craziness of markets meeting a pandemic, rarely did our account balances held with Luca Partners come to our mind. As consummate professionals, the team kept in regular contact, assuring us that things would get better eventually and that this too shall pass. It’s easy to pick up the phone and call a client when their accounts are going to the moon and Northwestern Mutual is declaring another attractive dividend, but it is only true professionals who are willing to pick up the phone when times get tough. I applaud them for embracing their roles no matter the conditions."
Chase and Ashlegh Cranford, Clients
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.