(800) 644-1150

Our Services

Family of Financial Services Companies

What We Do - About RJL Wealth ManagementLucia Capital Group offers comprehensive, integrated financial planning and wealth services to our clients. Our clients benefit from the tenure of the firm’s wealth managers, many of whom have experience in the areas of financial planning, asset management, investment brokerage, and insurance.

As a client, you are assigned a wealth manager who works closely with our support staff and specialists in the areas of tax, estate, and insurance. This team approach supports our wealth managers in designing sophisticated financial strategies for your retirement.

Lucia Capital Group works with management consultants, attorneys, and CPAs to assist in the continuity of financial planning and investment management. Collaborating with others helps us offer our clients a diverse and well-rounded client experience.

Learn more about working with one of our wealth managers.

Investment advisor representatives of Lucia Capital Group, a registered investment advisor, are also registered representatives of, and offer securities through its affiliate, Lucia Securities, LLC, a registered broker/dealer, member FINRA/SIPC. Registration with the SEC does not imply a certain level of skill or training, Registered representatives of Lucia Capital Group only conduct business in the states where they are currently licensed.

Strategy First® is a registered trademark of Lucia Licensing Company, an affiliate of Lucia Securities, LLC.

Rethink Your Strategy for Retirement

Meet with a financial advisor and build a personalized plan tailored specifically for your goals and objectives.
Get Started