Jeffrey Stewart
Designation: CFP®, CSLP®
Languages: English
Comprehensive planning and investment management with emphasis on fiduciary responsibility. Our practice is built to support your demanding lifestyle, combining innovative technology and adaptive planning techniques so you can continue to make your impact in the world.

Business Information

We offer comprehensive financial planning and investment management with emphasis on sustainability and social responsibility. If your goal is to make well-informed decisions, whether it be as a young family in your 30’s or preparing for retirement, we’ll be there every step of the way.

Our goal is simple; make the world a better place by providing comprehensive planning and sustainable investing to those who have a greater impact on humanity.

Our focus is to help you achieve financial freedom; we offer continuous financial planning, full transparency, and exceptional technology to support your experience. We focus on every aspect of your financial life, from employee benefits and tax efficiency to retirement planning and student loan management. Our investment strategies are based on your goals, investor psychology, existing holdings, tax bracket, and numerous other factors with a tilt towards supporting environmental, social, and governance issues.

Business name: Lucid Wealth Planning LLC
Business phone: 919-495-0936
Focus areas: Comprehensive financial planning, Investment management, Estate planning, Retirement planning, Personal Taxes
License: FINRA 5234577 / Insurance 0016409222
Other license: CFP 331833


Lucid Wealth Planning LLC (“LWP”) is a registered investment advisor offering advisory services in the State(s) of North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by LWP in the rendering of personalized investment or financial advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


1780 Heritage Center Dr, Suite 201
City: Wake Forest
State: NC
Zipcode: 27587

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