Luca Partners takes a comprehensive approach to wealth management, guiding our clients as they plan for and grow towards financial security. We recognize the quality of the client relationship as the hallmark of success, and our relationships are built on our core values of integrity, personal responsibility, and excellence.
"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
Whether you’re just starting out, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to achieve a lifetime of goals. We can help you reach them with a personalized financial plan.
At Luca Partners, we apply time-tested strategies, providing education and expert advice to help you make decisions based on your priorities. And as your circumstances and priorities change over time, we’ll work with you to revise your plan so you can meet each of life’s challenges head on and celebrate your accomplishments along the way.
James Huckabee and Charles Irvin offer Fee-Based Planning