Lucia Capital Group is an SEC-registered investment adviser that provides comprehensive wealth management and financial planning services to a nationwide client base. The firm is well-known for its focus on "The Bucket Strategy®," an investment approach designed to help retirees structure their assets to provide income throughout retirement. Founded on principles developed by Raymond J. Lucia, Sr., the company offers services including retirement planning, asset management, and estate planning, aiming to provide clients with financial security and clarity.

Founded in

United States