Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lucas is an Investment Advisor Representative with Fortitude Family Office. Matthew Lucas is registered with the state regulators in Arizona and California. Matthew Lucas has 11 years of experience in the financial industry. Matthew Lucas is a Certified Financial Planner. Matthew Lucas works with individuals and families, pooled investment vehicles, and other investment advisors. Matthew Lucas provides financial planning, selection of other advisors, and portfolio management services. Matthew Lucas also provides business management and philanthropic services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office & wealth management services, business management, philanthropic services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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AZ
07/11/2023 - Present
Fortitude Family Office (SCOTTSDALE AZ)
IA
Issued 06/16/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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