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  • HELPING YOU NAVIGATE THE ROAD AHEAD.

    You’ve worked hard for success. Let us help you plan for what’s next.

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  • CLARITY IN A COMPLEX WORLD.

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Our Philosophy

We are a boutique wealth management firm dedicated to providing independent, conflict-free, and customized advice to help our clients reach their goals and objectives. 

 

Fiduciary
Duty

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

Click here to learn more.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

Matthew P. Luckham, CFP®
Owner/CEO

Bio

Hannah R. Cook*
Client Service Manager

Bio

Nina Duprat
Associate

Bio

Joe Stenovec, CFP®
Financial Advisor

Bio

 

Lucca Simpson
Intern

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Our Services

Schedule a Complimentary Financial Checkup

 

Investments

 

Risk Management

 

Retirement Planning

 

Sustainable & Responsible Options

 

Tax Management

 

Charitable Giving

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Resources

We've got the resources to keep you informed. 

 

Events/Seminars

 

Account View

 

Calculators

 

Useful Websites

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (619) 574-7526
Fax: (619) 574-7532

Email: hcook@wealthmgr.com

Address: 3131 Camino Del Rio North, Suite 1650, San Diego, CA 92108

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Securities and investment advisory services offered through Royal Alliance Associates, Inc. (RAA) member FINRA/SIPC. Matthew Luckham offers additional advisory services through Wealth Manager Group, LLC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, IL, MD, MI, MO, MT, NC, NV, NY, OH, OR, PA, TX, VA & WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION:
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. 

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

This communication is strictly intended for individuals residing in the state(s) of CA. No offers may be made or accepted from any resident outside the specific states referenced.

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