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About Us

Passionate About Your Goals

President David Wald started building Lux Wealth Advisors after leaving medicine because of his desire to truly help people live more comfortable lives. Because of these foundations, we believe in taking a caring and relational approach to financial planning. Our experienced advisors are passionate about helping you pursue your personal and financial goals through whole-picture planning. We offer a comprehensive suite of services to help meet your needs and help you plan for today and tomorrow.

Financial Plans for Today and Tomorrow

Financial Plans for Today and Tomorrow

We don’t have customers. We have clients. Our relational approach means we invest in getting to know our clients, with their unique goals, concerns and aspirations. At Lux Wealth Advisors, we leverage our strength and knowledge to build a robust financial plan that will work for you, not just for today, but also for tomorrow. 

Solutions Built for You

Solutions Built for You

In the financial industry, so many solutions can feel "cookie-cutter." They tend to work in some general aspects, but don’t fully consider the needs and circumstances of the individual. At Lux Wealth Advisors, we believe in providing unmatched quality. To us, unmatched quality means delivering plans that are made for you, not the idea of you. 

5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

Our Core Values

Relationship Focused

We don’t have customers — we have clients, and they are all important to us. We’re here because we love taking care of people. The basis of our practice is not built 0n charts and graphs but on the relationships we form with each and every client.

Proven
Process

We believe in providing unmatched quality. Our team is dedicated to making sure you are informed, comfortable, and know what is next.  From the first meeting and beyond so you are continually gaining confidence in our ability to guide your future.

Whole-Picture Planning

Our focus isn’t on how much money clients are investing. We’re interested in the whole financial picture, and we’re committed to helping our clients pursue, not just what they want for today, but for tomorrow and the future generations. 

Community Centered

We’re growing and have a positive community presence because people know and trust us. We’re deeply involved in our community and in the lives of our clients. Our sense of community is what drives our practice and our commitment to the people we serve.

Want to Know Your Risk Number?

A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It's fast, free and displays your number instantly.

Get Your Number
Tools for Managing Your Goals

Tools for Managing Your Goals

We’re interested in your whole financial picture, and we’re committed to helping you pursue your vision for today, tomorrow and for future generations. That’s why we utilize best-in-class financial planning technology and tools to stay connected, make adjustments, share real-time updates, and plan proactively for the future.

Broker/Dealer: Cetera Advisor
Networks LLC

Our Custodian: Pershing

Our Services

Our team is dedicated to providing personalized solutions tailored with your goals in mind.

Explore Services

Our Approach

We believe in a complete whole-picture approach of your financial situation to fully understand your goals.

Our Approach

Contact Us

Our team is here to guide you every step of the way. Contact us today to start planning.

Contact Us