LUTZ BUSINESS INSIGHTS

 

Lutz financial surpasses $1 billion in assets under management

Lutz Financial, an SEC Registered Investment Advisor and affiliate of Lutz, has announced that it recently surpassed the $1 billion threshold for assets under management.

“This is an exciting milestone in our firm’s history. This achievement demonstrates what can happen when a group of forward-thinking financial professionals focuses on the needs of their clients. We thank our wonderful clientele for allowing us to serve as their trusted financial advisor,” said Jim Boulay, Investment Advisor and Managing Member of Lutz Financial.

Lutz Financial serves more than 500 clients by providing wealth management, financial planning, and business retirement plan solutions. Acting as fiduciaries, Lutz Financial’s advisors serve their client’s ever-changing needs, personally, thoughtfully and practically.

Positioned for success, Lutz Financial looks forward to future growth and the expansion of client services. Learn more about Lutz Financial at https://www.lutz.us/services/lutzfinancial/.

 

RECENT POSTS

Lutz adds Cory Hanson and Regan Szatko

Lutz, a Nebraska-based business solutions firm, welcomes Cory Hanson and Regan Szatko to Lutz’s Omaha office. Cory joins the firm as an Operations Lead, and Regan joins as an Administrative Assistant…

read more

Lutz Promotes Six to Manager

Lutz, a Nebraska-based business solutions firm, has promoted six professionals to Manager positions. Congratulations to Merrick, Mark, Brandi, Katie, Tracy and Kayla…

read more

SIGN UP FOR OUR NEWSLETTERS!

We tap into the vast knowledge and experience within our organization to provide you with monthly content on topics and ideas that drive and challenge your company every day.

Toll-Free: 866.577.0780  |  Privacy Policy

All content © Lutz & Company, PC

VIEW MODIFIED SUMMER HOURS HERE

OMAHA

13616 California Street, Suite 300

Omaha, NE 68154

P: 402.496.8800

HASTINGS

747 N Burlington Avenue, Suite 401

Hastings, NE 68901

P: 402.462.4154

LINCOLN 

601 P Street, Suite 103

Lincoln, NE 68508

P: 531.500.2000

GRAND ISLAND

3320 James Road, Suite 100

Grand Island, NE 68803

P: 308.382.7850