Jonathan Lucas, CFP, ChFC - Traverse Wealth Management

About

Traverse Wealth Management guides our clients and their families across the ever-changing financial landscape through their life's decisions.

We're committed to ensuring our clients never feel overwhelmed when seeking financial advice. From our very first conversation, our top priority is to make you feel at ease and confident in choosing to work with us. We achieve this by discussing your current financial situation, assisting you in identifying suitable investment options, and maintaining regular check-ins to ensure you remain comfortable with your financial planning choices.