MEET THE PROFESSIONALS WHO CAN HELP YOU
PURSUE YOUR GOALS
We guide individuals and families toward their ideal retirements.
OUR VALUES
We always put your well-being ahead of our own. Our objective is to first identify the best outcome for you and then choose the most cost-effective plan possible. Because some or all of your working years are behind you, we believe this chapter of your life should be free of any additional financial anxiety. If we cannot help you achieve your goals, we will help you find someone who can.
Additionally, as our valued clients, the service we provide to you is extended to those you care about. If you have friends or family members who need our guidance, they do not have to become clients to use us as a sounding board. Simply introduce them to us and we will assist them as we can.
MEET THE TEAM
AT DAVINCI WEALTH MANAGEMENT, WE ARE COMMITTED TO PROVIDING EXCELLENCE IN EVERYTHING WE DO. OUR GOAL IS TO EXCEED YOUR EXPECTATIONS AT ALL TIMES BY HONORING YOU WITH A PARAMOUNT DEGREE OF CUSTOMER SERVICE.
LINDAHL LUCAS
CEO/FOUNDER
Lindahl Lucas’ mission is to educate and prepare individuals for their retirement so they can have the Retirement they want and don’t have to fear outliving their income. He believes honesty is the best quality an investment advisor has. Lindahl Founded DaVinci Wealth Management with the strong belief that…
“Everything that we do... we do to Challenge the Status Quo in Retirement planning.”
The way we challenge the Status Quo…
Is by Creating a retirement plan that are Innovative - Goal Focused and Personalized Blueprint for our clients.
That cover the 4 critical areas in retirement;
Investment Strategies
Estate Planning
Tax Planning
Insurance Planning
We have made a difficult process;
Easy to Read
Easy to Understand
Easy to Implement
Once you have this Personalized Blueprint created specifically for you to master your retirement, you will understand how priceless this truly is for you and your family…
He believes in protecting his clients from as much risk as possible and helping them be as tax-efficient and mitigate risk when it comes to the stock market.
There is a lack of retirement planning happening across the US today for all retirees and if not addressed, it becomes a bigger problem.
A basic rule— “How do I best protect my mother in retirement, her assets and what would make her happy while retired?”
That’s why his approach incorporates all areas of retirement: to give his clients more choices and options.
I am proud of over 30-year career in the financial world, my ability to make a difference by helping clients protect their most valuable possessions. I have authored 2 books, “10 Steps to a successful retirement” and “The Pros & Cons of Annuities.”
Lindahl earned his bachelor’s degree in business administration from California Lutheran University.
The founder of a full-service Insurance Brokerage, LUCAS Insurance Services - serving thousands of clients throughout the U.S.
He enjoys a healthy lifestyle, working out and participating in CrossFit. He was an All-American college athlete in the decathlon and holds numerous school records. Lindahl was inducted into the California Lutheran University Hall of Fame in 2010. He has been a coach for two USA Track & Field teams.