Lucas Wealth Management Group - RBC Wealth Management

Helping you grow more than wealth

A personalized approach to investing

With over 50 years of combined experience, we help our clients realize life goals and dreams through smart, disciplined financial and investment strategies. Every solution is tailored; there is no one-size-fits-all approach here. Beginning with an initial consultation, we take the time to thoroughly understand your needs. Only then do we make recommendations to help you confidently navigate to, through and beyond retirement in this ever-changing world.

Global Insight Monthly

Building on a narrow base

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.

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I am proud to announce that after completing extensive coursework, I have passed the CERTIFIED FINANCIAL PLANNER®️ exam and earned the designation of CFP®️ professional. This designation has a comprehensive focus on tax planning, estate strategies, investments, retirement planning, and insurance. This, along with my Retirement Income Certified Professional®️ designation, will further enhance my ability to manage clients' unique financial needs more holistically. If you would like to learn more about how working with a CFP®️ professional can benefit you, click here: https://us.rbcwealthmanagement.com/lucaswmg/working-with-a-cfp Along with the new year also comes a new title-- First Vice President. In addition, I have been added to the RBC Wealth Management Portfolio Director group, a company designation reserved for financial advisors who have achieved a high level of success in building consultative wealth management businesses. I want to thank my team at Lucas Wealth Management, our clients for their confidence in us and my family for the support during a busy year. I hope everyone starts 2026 out strong and the new year is happy and healthy!

While high inflation may be painful for American shoppers and households, it also means higher contribution thresholds....

New IRS Rules for 2026 Will Allow You to Contribute More to Your 401(k) and IRA

The IRS just released the 401(k) and IRA contribution limits for 2026. As you map out your retirement savings it’s crucial to know these figures. Let’s discuss how to maximize your contributions and help secure the financial future you desire.

There's no reason to wait to get your finances in order. Learning about finances early can benefit you in the long run and the perfect time to start is now. Connect with me to learn about financial empowerment resources.

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Latest Insights

Setting the stage for a sustainable Chinese equity rally

Last year saw positive market results despite many naysayers. Can this rally extend into 2026? In this article, we examine China’s policy stance, economic fundamentals, and equity market implications to find answers.

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