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Why Lux Wealth Management

Investing in The Value of People

Investment goes beyond a dollar definition. We invest in the people we work with everyday. Large firms can make your work feel aimless. We’ll help you find your purpose at Lux Wealth Advisors. Far beyond a number, you are a member of our team and play a crucial role in developing relationships for today and the future. If you like what you see, please feel free to reach out to us at Jobs@luxwealth.com.

Onboarding Focused on Successful Relationships

Onboarding Focused on Successful Relationships

Our onboarding process takes you into account first and foremost. Whether you’re joining us as a new advisor or looking to merge your successful firm, you can feel confident that your clients will be cared for and you’ll receive the guidance you need to build lasting relationships based on financial advising.

Supporting The Technology Needs of You and Your Clients

Supporting The Technology Needs of You and Your Clients

At Lux Wealth Advisors, we empower advisors with comprehensive financial planning technology and support to help clients realize their financial goals. Our focus is on building deep relationships with clients, providing real-time updates and insights, and guiding them towards a strong financial future.

 Tailored Solutions Designed to Meet Clients' Wants

We provide customized wealth management solutions that can enable you to offer personalized strategies, empowering your clients to achieve their financial objectives. Our seasoned advanced planning team delivers comprehensive planning solutions that prepare you to offer valuable guidance to your clients. If you're eager to enhance your independence and deliver outstanding service to your clients, let's connect today and get started.

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A Full Suite of Practice Management Tools

Start scaling your business with our comprehensive support and guidance.

Human Resources Solutions

Our suite of HR solutions includes talent acquisition, development, compensation, and benefits, all designed to help you manage a successful team. Let us take care of the HR challenges so you can focus on what you do best – growing your business.

Backoffice Support Work

At Lux Wealth Advisors, we provide comprehensive back-office support to help you manage the day-to-day tasks of your business. With our support, you can focus on building relationships with your clients and growing your business.

Practice Development

Whether you're looking to expand into new markets, increase client retention, or build a strong brand identity, we can help you build sustainable, thriving practices that deliver exceptional value to your clients over the long term.

New Client Onboarding

Our personalized support empowers you to optimize onboarding, reduce errors, and improve the client experience. The onboarding process is critical to building a bond, and we're committed to helping you make a great first impression with clients. 

Providing Clarity Through Research

Providing Clarity Through Research

At Lux Wealth Advisors, you’ll receive access to our cutting-edge research tools. We make data driven decisions for our clients to help them feel safe on their financial journey. Leading is based on good decisions that come from thorough research; that’s what our processes are built on.

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Our Services

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

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About Us

We take a holistic view of your financial situation to understand your goals and aspirations.

Our Firm

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

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