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 2025 Outlook: Beyond the Horizon

Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »

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You could be leaving money on the table or face stiff penalties if you don't know these rule changes.

3 Required Minimum Distribution (RMD) Rule Changes Everyone Must Know In 2025 | The Motley Fool

You could be leaving money on the table or face stiff penalties if you don't know these RMD rule changes.

Procrastinating when it comes to saving for retirement is all too common. But stalling for too long will hurt your long-term financial security and peace of...

Dragging Your Feet on Saving for Retirement? Here's How to Jump In

Have you been procrastinating on your retirement savings? It's not too late! Taking steps now may help secure your financial future.

I am excited to announce that I am now a Vice President with RBC Wealth Management because of my understanding of investment solutions and dedication to client service. Thank you to our clients for entrusting our team, and we look forward to continuing our relationship in the future.

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Latest Insights

Is 2025 the beginning of a small-cap renaissance?

After years of small-cap underperformance relative to large-cap counterparts, the tide looks to be turning. We look at why investors shouldn’t overlook this aspect of the 2025 equity outlook as small caps seem poised to return to form.

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