Vincent C. Lucas, C.P.A., P.C.

Overview

Vincent C. Lucas, C.P.A., P.C. is a small, corporation-structured advisory practice that combines accounting and insurance-brokerage services with fee-based portfolio management for individuals and small businesses. The firm charges a percentage-of-assets fee and serves a client base composed primarily of individual and family households. It is not positioned as an institutional pension consultant or multi-state adviser and does not identify as an active ESG investor. The business blends traditional tax and accounting capabilities with insurance distribution, which can shape client planning and product use alongside investment management.

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