Lucey Wealth Advisors

Lucey Wealth Advisors is a family-owned, independent wealth management firm that works with individuals, families, retirees, business owners and real estate investors. Its core work includes retirement planning, investment management, retirement income strategies, insurance and annuity solutions, estate planning coordination and capital gains tax deferral, including 1031 exchange and DST guidance for property sellers.

Clients start with a complimentary first conversation, followed by a review of their investments, retirement accounts and goals before any recommendations are made. The firm is based at 1200 Burnside Rd in Sebastopol and serves clients across Sonoma County. Medicare planning help is also offered for people approaching age 65, and the firm works alongside clients' tax professionals and estate attorneys when needed.