Executives & Leaders
You’ve got complex compensation and not enough time. We simplify the whole picture: equity, taxes, and a plan to retire on your terms.
Boutique Wealth Management · West Coast
Clarity for your wealth. Freedom for your life.
A boutique wealth advisory firm for busy professionals on the West Coast. We simplify, organize, and grow your wealth, so you can focus on the life you’ve worked hard to build.
The Lucent Elm Difference
Wealth management, simplified.
For busy professionals and families who feel overwhelmed by complexity and underserved by impersonal institutions, Lucent Elm is the boutique advisory firm that simplifies, organizes, and grows your wealth.
What Changes
Clarity, time, and confidence.
Once your financial life is organized, decisions get easier. You know what you have, what needs attention, and what can keep working quietly in the background.
Start the conversation-
Financial Clarity
A clear, organized view of your entire financial picture, finally in one place.
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Time & Freedom
Hours returned to focus on your career, your family, and the life you love.
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A Trusted Partner
A reciprocal, long-term relationship with an advisor who truly knows you.
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Optimized Strategy
Proactive tax planning and disciplined investment management, working year-round.
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Peace of Mind
Quiet confidence that your wealth is secure, coordinated, and growing.
Who We Serve
Built for people who’ve built something.
That kind of structure matters most when your financial life has moving parts. These are the people and households we tend to help best.
Business Owners & Founders
You’re building wealth inside and outside the business. We keep your personal and company plans working together.
Tech & Media Professionals
You’re navigating stock options and RSUs. We turn concentrated equity into a diversified, tax-smart plan.
Growing Families
You’re building toward independence. We bring college, big milestones, and long-term goals into one clear plan.
Creative Professionals
Your income doesn’t fit a tidy box. We bring structure to variable earnings and plan around the work you love.
Approaching Retirement
Retirement’s in sight. We design income that lasts, protect what you’ve built, and plan your legacy.
Our Services
Expertise across your whole financial life.
From there, we bring the right planning, portfolio, retirement, and protection work into one coordinated plan.
Wealth Planning & Organization
One coordinated plan that brings your entire financial picture together, and keeps it current.
Investment Management
Disciplined, diversified portfolios built around your goals, timeline, and tolerance for risk.
Retirement & Legacy Planning
Income designed to last, and a legacy that reflects what matters most to you.
Risk & Insurance
Objective, right-sized protection for your family and your plan, never sold on commission.
How We Work
Our process is simple.
Three steps to take the stress out of managing your wealth, and put you back in control.
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Organization
We organize your current financial position into one clear, complete picture, so nothing is overlooked.
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Customization
We customize a plan to fit your goals and objectives, for today, and for the years ahead.
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Maintenance & Enhancements
We monitor your plan and regularly work to improve and strengthen your financial position.
About Us
Meet the team
A small team that actually knows you.
We started Lucent Elm in 2016, after years at bigger firms left us wanting something more personal. We keep the team small and the client list short, so there’s room for honest conversations and time to do the work right.
Most of us would rather be outside than behind a desk, and we think we’re better for it. When you call, you’ll reach someone who already knows you and where your plan stands.
Insights
View all insights
We think about this, so you don’t have to.
Let’s Talk
Ready to simplify your wealth?
Start with a relaxed, 20-minute conversation, in our Westchester office or over Zoom, anywhere on the West Coast. No pressure, no jargon. Just clarity about where you stand and where you could go.
Mon–Fri 8:00 AM–5:00 PM · Weekends by appointment