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  • About Us

    Our clients often come to us with sophisticated financial plans, basic financial plans or no plan at all. Our experience has shown that often their plan is concentrated on certain products but not how to use those products most efficiently – they lack a real strategy. Lucido-Morris Wealth Management is committed to a process of coordinating our client's protection, asset, liability, and cash flow decisions to reveal the true interdependent nature of all their financial holdings. We provide our clients a comprehensive look at their financial life along with an effective and consistent method of documenting their progress. Read More
  • The Living Balance Sheet

  • Lucido-Morris Wealth Management is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and services offered through Park Avenue Securities, LLC (PAS), member FINRA, SIPC. OSJ: 24255 W. 13 Mile Road, Suite 250, Bingham Farms, MI 48025 (248) 647-0780. PAS is an indirect, wholly-owned subsidiary of Guardian. Lucido-Morris Wealth Management is not an affiliate or subsidiary of PAS or Guardian. Important Disclosures.2013-1891. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2016 Guardian. Lucido-Morris Wealth Management is not a registered investment advisor. 2016-20683 Exp 3/18. This material is intended for general public use. By providing this material, Lucido-Morris Wealth Management is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

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