- Our Team
Who is Avantax? Avantax is home of tax-intelligent financial planning and wealth management. Partnering with Avantax enables us to pair tax and financial planning strategies to provide holistic financial services to families, individuals and small businesses.
Hobe & Lucas can serve as your trusted tax and wealth management advisors, backed by 40 years of investing experience through our affiliation with Avantax Planning PartnersSM. Our investment approach allows us to create a long-term plan that looks at the impact of all financial decisions and demonstrate how these decisions will impact your future.
The financial planning process begins with understanding what is important to you. We listen, assess and discuss tax-efficient financial strategies to create a comprehensive plan that includes:
Investment advisory services are offered through Avantax Planning Partners. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Hobe & Lucas. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management® does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation. If your website content is prepared by a third-party list this disclosure: Content, links, and some material within this website may have been created by Hobe & Lucas for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.