— Headquarters
Valencia
23929 Valencia Blvd, Suite 304Santa Clarita, CA 91355
— About Avinci Wealth —
Avinci Wealth Management was founded by Lindahl Lucas to solve the problem most retirement plans never address: five financial disciplines, sitting in separate drawers. The firm exists to coordinate them into one working strategy, from Valencia, California, for households across Los Angeles, Santa Clarita, and Ventura Counties.
— Lindahl Lucas · Founder — Avinci Wealth Management —
In a sentence
Avinci Wealth Management is a fee-based Registered Investment Adviser headquartered in Valencia, California, founded by Lindahl Lucas, a forty-year financial services veteran, that coordinates investment management, tax planning, retirement income, estate planning, and insurance into one integrated Retirement Blueprint for pre-retirees and retirees across California, Arizona, Illinois, Texas, and Nevada.
— Why Avinci exists —
By the time a household reaches retirement, the financial picture is almost always fragmented. An investment account at one custodian. A 401(k) statement from a former employer at another. An old whole life policy from the 1990s. An estate plan signed in 2008 and not opened since. A Social Security estimate downloaded once and forgotten. Each piece was set up in isolation. Nobody is looking at the whole.
This is the problem Avinci Wealth Management was built to solve. Not to add another isolated piece to the stack, but to coordinate the pieces that already exist into one working strategy. Investments inform tax planning. Tax planning shapes retirement income timing. Income timing affects estate decisions. Insurance protects the gaps. When one discipline changes, the others adjust. That is what coordination looks like in practice, and it is the structural difference between a real retirement plan and a stack of statements.
Lindahl Lucas founded the firm to make this coordination the standard rather than the exception. Forty years in financial services. Insurance-licensed since 1987. Securities-licensed since 2005. Operating as a fee-based fiduciary adviser with custody at Charles Schwab. The mandate is the same regardless of the household: integrate the five disciplines, identify the gaps, build one plan that holds together for the next thirty to fifty years.
— The founder —
— Lindahl Lucas · Founder · Investment Adviser Representative
Lindahl Lucas is the founder of Avinci Wealth Management and an Investment Adviser Representative registered under CRD #327780. He holds Series 63 and Series 65 securities licenses and has been continuously licensed in insurance since 1987 and in securities since 2005, with more than four decades of financial services practice.
Before founding Avinci, Lindahl spent six years at Financial and Tax Architects, where the coordinated-planning conviction took shape. He also owns Lucas Insurance Services, an independent insurance agency he founded in 1987, which coordinates insurance and annuity placement for Avinci clients when those products fit the plan. The affiliate relationship is disclosed in writing on every engagement.
Lindahl was a collegiate All-American decathlete, and that background still shows up in the work. The decathlon is ten events; what wins is the ability to perform across all ten rather than mastering one. Retirement planning is built the same way. Five disciplines. The household that retires successfully is rarely the one with the best portfolio in isolation. It is the one whose five pieces fit together.
Industry tenure
40+ years
Securities licenses
Series 63, Series 65
Securities-licensed
Since 2005
Insurance-licensed
Since 1987
FINRA / SEC record
CRD #327780
Custody
Charles Schwab
— How we work —
The firm operates on four standing principles. They predate any individual engagement, and they hold whether the household has $500,000 or $50 million. They are the operating philosophy behind every Retirement Blueprint Avinci produces.
01 · Fiduciary, by structure
As a Registered Investment Adviser under the Investment Advisers Act, Avinci is legally obligated to act in clients' best interests at all times. The standard is not aspirational. It is the regulatory floor under every recommendation that leaves the planning room.
02 · Coordinated, not siloed
Investments, taxes, income, insurance, and estate planning belong in one working document, not five separate filing cabinets. Avinci coordinates all five rather than handing pieces to specialists who never meet each other.
03 · Risk-adjusted, not return-chasing
Portfolio decisions are driven by risk-adjusted returns, expense ratios, tax efficiency, and sequence-of-returns risk. Income Lab projections model the household across the full retirement horizon. Performance chasing is not part of the methodology.
04 · Transparent, on paper
Advisory fees, the affiliate relationship with Lucas Insurance Services, and any potential conflicts of interest are disclosed in Form ADV Part 2A and again in writing on every engagement, before any product is placed or any fee is paid.
— Where we work —
Avinci is headquartered in Valencia, California, with additional offices in Woodland Hills, Beverly Hills, and Marina Del Rey. The firm is a Registered Investment Adviser in California, Arizona, Illinois, Texas, and Nevada, and supports remote planning relationships across those states by video conference. Local-area service includes Santa Clarita, Newhall, Canyon Country, Stevenson Ranch, Castaic, Saugus, Woodland Hills, Calabasas, Thousand Oaks, Westlake Village, and Simi Valley.
— Headquarters
— Office
— Office
— Office
— About the firm —
Avinci Wealth Management is a fee-based Registered Investment Adviser headquartered in Valencia, California. The firm provides discretionary portfolio management and coordinated retirement planning through its proprietary Retirement Blueprint methodology, which integrates investment management, tax planning, retirement income, insurance, and estate planning. Avinci is registered as an investment adviser in California, Arizona, Illinois, Texas, and Nevada under CRD #327780.
Lindahl Lucas is the founder of Avinci Wealth Management and an Investment Adviser Representative. He holds Series 63 and Series 65 securities licenses, has been insurance-licensed since 1987 and securities-licensed since 2005, with more than forty years of financial services practice. He was a collegiate All-American decathlete and applies the same multi-discipline conviction to retirement planning: the household that retires successfully is the one whose five disciplines fit together.
Yes. As a Registered Investment Adviser under the Investment Advisers Act, Avinci is held to a fiduciary standard, which requires the firm to act in the best interests of its clients at all times. This is the regulatory standard, not a marketing claim. Form ADV Part 2A documents the standard and the firm's compliance with it.
Avinci is a fee-based Registered Investment Adviser. Advisory fees on managed accounts are charged as a percentage of assets under management, with the schedule disclosed in Form ADV Part 2A and again in writing on every engagement. Insurance and annuity products, when appropriate to the financial plan, are offered through Avinci's affiliate, Lucas Insurance Services, with all compensation disclosed in writing before any product is placed.
Avinci is headquartered in Valencia, California, with additional offices in Woodland Hills, Beverly Hills, and Marina Del Rey. The firm serves clients across five states by remote video conference: California, Arizona, Illinois, Texas, and Nevada. Local service areas include Santa Clarita, Newhall, Canyon Country, Stevenson Ranch, Castaic, Saugus, Woodland Hills, Calabasas, Thousand Oaks, Westlake Village, and Simi Valley.
Avinci Wealth Management's Form ADV Part 2A and Lindahl Lucas's full regulatory record under CRD #327780 are available on the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov. The firm provides Form ADV in writing on every engagement and on request at any time.
A no-cost Retirement Blueprint Strategy Session. Thirty minutes. The agenda is to understand the household's current situation, identify the coordination gaps, and decide together whether a full Retirement Blueprint engagement makes sense. There is no presentation, no product pitch, and no obligation to continue.
— Continue exploring —
— The methodology
The four-step methodology Avinci uses to coordinate five financial disciplines into one integrated retirement strategy.
Read more →— Services
Investment management, tax planning, retirement income, insurance, and estate planning. The five pillars in detail.
Read more →— Ideas
Roth conversion timing, sequence-of-returns risk, IRMAA, trust funding, Social Security strategy, and the questions retirees are actually asking.
Read more →— The first step —
A no-cost, thirty-minute Retirement Blueprint Strategy Session with Lindahl Lucas. No presentation. No product pitch. The fastest way to see whether the pieces of your retirement plan are working together, or whether they are sitting in separate drawers.
Avinci Wealth Management is a Registered Investment Adviser. Lindahl Lucas, CRD #327780. Avinci is registered a California S Corporation. Insurance and annuity solutions are offered through our affiliate, Lucas Insurance Services in Arizona, Illinois, Texas, Idaho, Colorado, Oregon, Indiana, Tennessee, Washington and Nevada. Compensation arrangements are disclosed in writing before any product is placed. Information on this page is for educational purposes and is not individualized investment, tax, or legal advice. Past performance does not guarantee future results. Corporate Insurance License Number 0I92417 See full disclosures and Form ADV. .