Invest with Confidence

  • Helping you plan a bright future!

About Us

Planning Futures

Since 1989, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help. 

A Proven Approach

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Why Us?

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.

Our Team

Michael Lucey,CLU,LUTCF

Michael Lucey, Registered Investment Advisor, Owner of Lucey Wealth Advisors has provided valuable service to individuals and families with core values reflecting a conservative and secure discipline concerning their financial plans. Michael has a Bachelor of Science Degree in Business Administration from San Francisco State University and earned two professional insurance designations in Estate Planning. Michael provides a sound foundation when working with clients to implement strategic financial strategies concerning his clients’ accumulation, protection, distribution and transfer of wealth goals. Michael has always been in a position to be of service to others, either as a trainer and coach, or as a Financial Advisor. Through his planning strategies, his clients have experienced reduced exposure to stock volatility, income tax savings, and maximum lifelong income commensurate to their needs and goals. His current practice concentrates in offering information and knowledge as well as investment planning tools needed to make informed decisions regarding the implementation of a secure reliant financial plan. Michael was raised and educated in Northern California. He is the father of three children and married to his wife Lori for 25 years.   

Jeff Pfeiffer

Jeff Pfeiffer has been in the Financial Services industry in multiple capacities since 1979.  Throughout this time, he has provided valuable services to individuals, families and businesses with a focus on comprehensive total needs-based planning to assist in achieving their unique goals. As a foundation for his needs-based planning approach, Jeff incorporates strategies to maintain adequate risk acceptance, while preserving capital and yields that align with his clients’ portfolio.  He practices 360 degree communication with all parties involved to ensure that he is obtaining customer satisfaction while also maintaining process integrity  within the highly regulated industries of Life Insurance and Financial Planning.  Jeff’s use of financial protection vehicles ensures that his clients and their families remain safe and secure throughout their lifetimes.  Jeff’s drive for success in retirement planning parallels his passion outside of work as a triathlete.  Jeff serves as a coach and trainer, and has completed the rigorous events over 120 times including the famed Ironman Triathlon course on the Big Island of Hawaii. A lifelong resident of the Bay Area, Jeff was born and raised in the South Bay.  He is the father of two children and currently resides in Windsor, CA with Karen, his wife of thirty years.

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Get Started Today

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Lucey Wealth Advisors

1129 Industrial Ave. Suite 102 Petaluma California 94952, United States

(707) 217-0774

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment