A complete list of active advisors currently associated with Lucidity Wealth Advisors Inc.

Warmer can help you find a great advisor at Lucidity Wealth Advisors Inc. or one who fits your needs even better.

Lucidity Wealth advises individuals, high net worth individuals, trusts, estates, businesses and retirement plans, providing discretionary investment management and holistic wealth management services. Financial planning is offered as part of its wealth management services, generally reserved for clients with at least $1,000,000 under management (waivable on a case‑by‑case basis). The firm implements primarily long‑term strategies using low‑cost, diversified ETFs and mutual funds while also employing individual stocks, bonds or other instruments when appropriate, and it uses both fundamental and technical analysis in security selection. Accounts are managed on a discretionary basis with continuous monitoring and at least annual formal reviews, and clients may impose reasonable investment restrictions subject to acceptance. Compared with many peers, Lucidity Wealth operates with a very small client roster (11 clients) relative to its reported assets under management, producing comparatively large assets per client and a practice concentrated on a limited number of relationships. The firm maintains an institutional custodial relationship that provides technology and other economic benefits to the advisor, and the lead advisor holds CFP and CRPC credentials with prior industry and teaching experience, which inform the firm’s service model.

To learn more about the advisors currently working at Lucidity Wealth Advisors Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.