At The Lueken Group, we are a multi-generational team that takes pride in the generations of clients we serve. Today, we find that a “new wave” of clients has found its way to our door – most following a previous advisory relationship where a lack of acumen or attention caused them to look elsewhere.

To do more for each client, we’ve decided to serve a limited number of business owners, physicians and attorneys (including those whose 401k plans we manage), their plan participants, as well as divorced and widowed women. Serving fewer clients is the best way we know to provide the exceptional level of focus that we would demand of an advisor.

A hallmark of our process is our planning-based approach. Recognizing that each client has a unique mindset and aspirations, we spend significant time provoking discussions around what may be defined as achieving a fulfilling life. We may ask, “Who was most influential in you deciding to come here? What outcome do you desire working together? What is your comfort with risk? How do you think you’ve done in reaching your goals? And what concerns you most?”

By listening, we learn. And by learning, we build a rapport with clients that leads to an integrated strategy  – the kind that typically spans investment and retirement planning, liability management, tax-minimization and estate planning strategies. And because superior wealth management is a process (not a one-time event), our “planning” never stops. As each relationship continues, so do we – in our effort to adjust strategies and help clients explore new opportunities and meet new challenges.

Rather than wait for clients to encounter decisions that we can foresee, we stand behind them by getting out in front of circumstances they anticipate and those they don’t. Doing so allows us to present thoughtful recommendations with sufficient time for them to decide how to proceed.

In every facet of our practice, we abide by our own set of principles and guidelines.

• Promise only what we can deliver.
• Be straightforward, even when honest suggestions may be difficult for a client to hear.
• Recognize that what we do is more important than what we say we do.
• Communicate clearly and in a timely manner.
• Address a client’s less obvious concerns, not only their questions.
• Be transparent and admit any mistake.

We also take special pride in helping clients:

• Sustain their financial and emotional strength, after losing a loved one or experiencing divorce.
• Celebrate their special occasions at weddings, birthday and anniversary parties.
• Educate their children about the responsibilities of managing wealth.

As our client, we will remind you to contact us with any financially related question or if you need our opinion on a financial or life circumstance. By doing our jobs well, we can bring you the perspective and time you need to make informed decisions that are wise and unhurried.