One integrated plan for wealth, taxes, and life.
Wealth management, tax planning and life planning, all working together. Built for energy company retirees, high-income families, and business owners.
Our Services
At Luca Wealth Management, we offer a comprehensive suite of investment advisory and coordinated wealth management services designed to help you achieve your financial goals and protect your future.
Investment Management (Fiduciary)
Your portfolio should support your income plan — not fight it.
- Goal-based portfolios
- Defensive risk layers
- Tax-efficient allocation
- Roth/IRA/taxable coordination
Retirement Planning
Turn your savings into a reliable, tax-efficient income plan designed to last through your life.
- Bucket strategies
- Pension + Social Security timing
- Guaranteed income options
- Inflation & long-term care considerations
Tax Planning & Multi-Year Modeling
Powerful tax strategies built into your retirement plan through our partnership with LUCA Financial.
- Roth conversion analysis
- RMD projections
- Social Security tax planning
- Capital gains + charitable strategies
- Multi-year tax planning windows
Risk Management
Identifying, assessing, and mitigating potential threats and uncertainties.
Let us build you a Roadmap to your future
Your LUCA Wealth Retirement Roadmap
Step 1
Discovery & Assessment
Step 2
Income & Tax Modeling
Step 3
Portfolio Alignment
Step 4
Implementation
Step 5
Ongoing Guidance
Meet the Advisor
Jonathan English
President & Managing Director
- 20+ years helping families retire confidently.
- Fiduciary Investment Advisor specializing in tax-integrated retirement planning (with coordination from affiliated CPAs at LUCA Financial).
- Partnered with affiliated CPAs at Luca Financial (a separate entity in the LUCA Financial family of companies).
Get started on the road to financial success.
Let us guide you through your "Institute of Financial Wellness" Retirement Roadmap Experience.
