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RIA · CRD 327780State-Registered Investment Adviser

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AVINCI Wealth Management

Avinci Wealth Management is a fee-based Registered Investment Adviser headquartered in Valencia, California, founded by Lindahl Lucas. The firm coordinates...

Overview

Avinci Wealth Management is a fee-based Registered Investment Adviser headquartered in Valencia, California, founded by Lindahl Lucas. The firm coordinates investment management, tax planning, retirement income, estate planning, and insurance into one integrated Retirement Blueprint for pre-retirees and retirees. It is registered as an investment adviser in California, Arizona, Illinois, Texas, and Nevada.

General information

Firm type

RIA

Location

City

Valencia

Principals

Lindahl Lucas

Founder and Investment Adviser Representative

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