Luca Partners is named after Luca Pacioli, who was an Italian mathematician in the 15th and 16th centuries. He is thought to be the first to write about the Rule of 72, a financial concept to estimate the number of years it could take an investment to grow and potentially double, based on certain criteria and fixed rates of return.
Additionally, he is quoted as saying "Without order, there is chaos" which we believe captures the essence of the value we deliver. At Luca Partners, our mission is to bring order to the chaos that surrounds a family's financial planning.
Additionally, he is quoted as saying "Without order, there is chaos" which we believe captures the essence of the value we deliver. At Luca Partners, our mission is to bring order to the chaos that surrounds a family's financial planning.
Services
Beginning the moment I was introduced to Whit and his talented team over 10 years ago, they have always centered the paramount interest of my family's well-being and goals into every interaction. I trust 100% of our family's assets into their care with full confidence there is an entire team committed to our mutual success!
Luca Partners takes a comprehensive approach to wealth management, guiding our clients as they plan for and grow towards financial security. We recognize the quality of the client relationship as the hallmark of success, and our relationships are built on our core values of integrity, personal responsibility, and excellence.
When you work with our team to develop a financial planning roadmap, we'll apply time-tested strategies, providing expert advice and making recommendations based on where you are today and where you want to be in the future. And along the way, you'll have the knowledge and insight to make financial decisions that are right for you and your loved ones, so you can meet each of life's milestones with confidence.
Our team volunteered at the Food Bank of Central & Eastern NC for our district's 6th annual Impact Day. Each year on Impact Day, the offices in our district pick various organizations to volunteer with as a way to give back to our local communities. Alongside some of our Northwestern Mutual colleagues, we sorted and bagged 13,798 pounds of sweet potatoes, which is equivalent to 11,498 meals for families across NC.
We believe our investment advisors bring unparalleled knowledge and value with the insights they provide. We value our long-term relationship and feel extremely comfortable we are receiving personal attention to our investing needs. As our needs have changed, we have received sound advice and are confident the level of service and advice will be there in the future.
Reviews (1)
Edward Hore
Jul 06, 2018
Report
From all reports these guys know what they are doing. They are the tax accountants for several friends and do a great job
Whether you’re an individual, sole trader or small to medium or large businesses you’ll find overall advice solutions in all aspects of accounting, book keeping and taxation. Our specialists work together to ensure that all of your financial needs are met for the best financial outcomes possible.
Whether you’re an individual, sole trader or small to medium or large businesses you’ll find overall advice solutions in all aspects of accounting, book keeping and taxation. Our specialists work together to ensure that all of your financial needs are met for the best financial outcomes possible.
