About Lucey Wealth Advisors
A Family Firm Built Around Personal Guidance
Lucey Wealth Advisors is a family-owned and operated independent wealth management firm based in Sonoma County, California. We believe financial advice should be personal, straightforward, and built around the individual—not a one-size-fits-all solution.
Our clients come to us during some of the most important financial decisions of their lives. Whether they're preparing for retirement, managing their investments, selling a business, or transitioning out of a property they've owned for decades, our role is to help them understand their options and make informed decisions with confidence.
For us, this business has always been about more than investments. It is about relationships, trust, and being there when our clients need us.
Helping Real Estate Investors Navigate What's Next
Working with real estate owners has become an increasingly important part of our practice.
Selling a highly appreciated investment property can create an entirely new set of questions:
- How do I manage the potential tax impact?
- Do I really want to purchase and manage another property?
- What happens if I cannot find suitable replacement real estate?
- What options do I have if my 1031 deadline is approaching?
That is why our team has developed expertise in Delaware Statutory Trusts and other capital-gains planning strategies.
We help real estate investors understand how DSTs may fit within a 1031 exchange, evaluate available DST opportunities, and determine whether transitioning from directly owned property to professionally managed, passive real estate may make sense for their goals.
And when an investor is already in a 1031 exchange and time is running short, we understand the importance of moving quickly.
More Than 1031s & DSTs
How we go above and beyond for our clients:
While this website is dedicated primarily to helping real estate investors navigate 1031 exchanges and Delaware Statutory Trust opportunities, our relationship with clients often extends far beyond a single transaction.
Lucey Wealth Advisors is a full-service wealth management firm. Our work includes investment management, retirement planning, income strategies, financial planning, insurance and annuity solutions, estate planning coordination, and capital gains tax-deferral strategies.
This broader perspective matters.
A 1031 exchange or DST investment should not necessarily be viewed in isolation. We can consider how the decision fits alongside your income needs, existing investments, retirement plans, estate objectives, risk tolerance, and overall financial picture.
Our Approach
Personal Advice. Thoughtful Planning. Long-Term Relationships.
We are an independent firm, which allows us to focus on what we believe is most appropriate for each client's individual circumstances.
We take the time to listen first—to understand what you own, what you're trying to accomplish, what concerns you have, and what you want the next stage of your financial life to look like. Then we help you evaluate your options in plain English.
Our goal isn not simply to help complete a transaction. It is to build relationships with the people and families we serve and remain a resource long after that transaction is complete.
Meet the Team
Kevin Lucey
Michael Lucey
Michael Lucey