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Advisor Detail

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.
Contact

Contact Information

1780 Heritage Center Dr, Suite 201
Email:
jeffrey@lucidwealthplanning.com
Business Phone:
919-495-0936
City: Wake Forest
State: NC
Zipcode: 27587

Social Information

Business Name:
Lucid Wealth Planning LLC

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.

Disclaimer:
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.
Focus Areas:
Comprehensive financial planning, Investment management, Estate planning, Retirement planning, Personal Taxes
License 1:
FINRA 5234577 / Insurance 0016409222
License 2:
CFP 331833
CSLP Issue:
8/8/2020
CSLP Exp:
8/8/2024
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McWay Falls

McWay Falls is an 80-foot-tall waterfall on the coast of Big Sur in central California that flows year-round from McWay Creek in Julia Pfeiffer Burns State Park, about 37 miles south of Carmel, into the Pacific Ocean. During high tide, it is a tidefall, a waterfall that empties directly into the ocean

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Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.

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No, you don’t have to create an account. But there are a few advantages if you create an account.

  • You never have to enter your billing and shipping address again

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  • Download invoices of your orders

No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.

From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.

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