A coordinated retirement strategy that integrates your investments, taxes, income, insurance, and estate plan into one Retirement Blueprint.
— Architects of Generational Legacy · Since 1987 —
— What most retirement plans get wrong —
A retirement account here. An IRA there. A Social Security strategy you'll figure out later. A trust in a drawer that may or may not be funded. An insurance policy you bought a decade ago and haven't reviewed since.
Each piece was set up at a different time, for a different reason, and none of them was written with the others in view.
That's the gap that costs retirees the most. Not market returns, not fund selection. The gap between five disciplines that should be working together but aren't.
The five disciplines that must be coordinated
— A named methodology, not a conversation —
The Retirement Blueprint is the proprietary four-step process Avinci uses to build a single, integrated retirement strategy for every client. It starts with gathering your complete financial picture, projects every dollar across every year of retirement, and stitches taxes, income, insurance, and estate planning into one document you can hold in your hand.
Every account, every policy, every projected income source. In one place for the first time.
A year-by-year projection of income and tax exposure across every year of retirement.
The first time most clients see their entire financial life in one view. Answers four questions: Can I retire? How long might my money last? What does life look like over time? What changes if the market drops?
Tax-efficient withdrawals, Roth conversions, insurance protection, income timing, estate coordination. All stitched together.
— In their words —
Nothing explains the Avinci experience better than the people who live it. Hear directly from a client about what it is like to plan their retirement with us, then watch the full collection of client stories.
See Our Testimonials →Testimonial given by a current client of Avinci Wealth Management, who was not compensated for it. It reflects that individual's experience and is not a guarantee of future results. See our testimonials page for full disclosures.
— How Avinci works —
Investments, taxes, income, insurance, and estate planning are managed as one strategy under one roof, rather than as five separate engagements that never reference each other.
Lindahl Lucas personally oversees the development of each Retirement Blueprint.
Industry estimates suggest a large share of trusts are never fully funded. At the client's direction, Avinci provides administrative assistance with account forms and helps collect and track titling and beneficiary-designation information for coordination with the client's attorney, who makes the legal determinations.
Insurance brokerage opened in 1987. Securities licensed in 2005. Avinci Wealth Management founded from that lineage. A career built on staying with clients through every market cycle.
The Retirement Blueprint is a documented, repeatable process. Every client gets the same disciplined approach.
— How we help —
Prepare for retirement by putting your hard-earned assets to work.
Protect the assets that can help you live the retirement you've always imagined.
Provide for the people and causes you care about the most.
— Our client families —
Avinci serves white-collar professionals, business owners, executives, and retired households across Los Angeles, Santa Clarita, and Ventura Counties.
Life events that bring clients to Avinci
— Get started in three steps —
Schedule a meeting to discover what your ideal retirement looks like.
Using the Avinci Portfolio Review, we examine your current financial situation and determine your retirement needs.
Receive a custom Retirement Blueprint designed to help you reach your goals.
— Local roots, regional reach —
Avinci is registered as an investment adviser in California, Arizona, Illinois, Texas, and Nevada. Most clients meet at our Santa Clarita headquarters, our Beverly Hills office, or our Woodland Hills office. We also serve clients across the country via secure video meetings.
23929 Valencia Blvd, Suite 404
Santa Clarita, CA 91355
9701 Wilshire Blvd, 10th Floor
Beverly Hills, CA 90212
21021 Ventura Blvd, Suite 200
Woodland Hills, CA 91364
Cities we serve
— Your advisor —
Alongside California families through every market the modern era has thrown at us. Insurance-licensed since 1987. Securities-licensed since 2005. Founder of Avinci Wealth Management, Inc. (firm CRD #327780). The Retirement Blueprint isn't a sales process. It's a documented discipline.
Read his full story →
— Complimentary guide —
As you get closer to retirement, the details matter more than the broad strokes. How much money will you have coming in every month? Is that money contractually guaranteed, or could it fluctuate? How will you spend it without running out?
Ten steps. Worth your evening.
— Thirty Minutes · No Obligation —
For more information about our services or to discuss your retirement strategy, schedule a Retirement Blueprint Strategy Session today. Thirty minutes, with no obligation.
Schedule a Strategy Session →Or call us at 888-855-2612
The Best of Best Review recognition shown above was issued to Lindahl Lucas by Best of Best Review on July 5, 2026, covering the 2026 award year. Compensation was provided, directly or indirectly, in connection with obtaining or using this recognition. Recognitions and ratings are not indicative of future performance, are not a guarantee of any particular outcome, and are not a recommendation or endorsement of Avinci Wealth Management, Inc. by any client.
Best of Best Review states that it evaluates professionals against criteria including professional experience, planning methodology, client service, transparency and financial education. The selection criteria and process are those of Best of Best Review and are described on its website. Avinci Wealth Management, Inc. is a Registered Investment Adviser; registration does not imply a certain level of skill or training.
Published profiles of the firm, including the article appearing on USA News, are paid placements rather than independent editorial coverage. Compensation was provided in connection with their publication.
