Financial Advisor
Helping our clients
gain financial freedom
for over 30 years
Financial Advisor
Helping our clients
get financial freedom
for over 30 years
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  • Glenn Tucker
    - Google

    Mike Lucey helped me reorganize my investments for retirement and was a real pleasure to work with.

    Karl Smith
    - Google

    I have been a customer of the Lucey Wealth Advisors for more than 5 years. I have found Mike Lucey and all of his associates... read more

  • Paul Young
    - Google

    I wish to highly commend Michael Lucey and his very able business partners on their advice and management of my wife and my retirement portfolio... read more

    Stephen Harper
    - Google

    I have been extremely pleased with the quality of the service. Mike, Jeff and his team are very responsive, knowledgeable and helpful. I have been... read more

  • Alexander Wrenn
    - Google

    My experience working with Lucey Wealth Advisors was superb. Mike and his team are exceptionally thorough, trustworthy and highly-professional. Looking forward to a long-term (and... read more

    Santa Rosa
    - Google

    You cannot go wrong with this group, extremely unique planning, best I've seen thus far!

  • Claudia Sutton
    - Google

    Mike Lucey and his team are wonderful to work with. I highly recommend them. They pay attention to detail and are great about keeping you... read more

    Alfredo Villasenor
    - Google

    I used Lucey Wealth Advisors and they are very professional, extremely responsive and trustworthy. Mike Lucey assist me when I was having difficulty searching... read more

Financial Advisor Areas Served

Financial Advisor in San Mateo County

, Financial Advisor San Mateo County Areas Served

Asset Protection

​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.

, Financial Advisor San Mateo County Areas Served

Family Legacy Planning

​Retirement doesn’t mean that it’s time to stop growing.  Same holds true for your money.  It should mean, however, that it’s time to stop taking unnecessary risk. 
 
We specialize in helping retirees protect their retirement assets while continuing to move forward.

, Financial Advisor San Mateo County Areas Served

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years.  Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
 
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.    

, Financial Advisor San Mateo County Areas Served

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face.  It’s very likely to spend 30 years or more living in retirement without earned income.
 
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike.  Let us get to work on a plan for you.