top of page

You’ve Worked Hard for What You’ve Earned

Maybe you’re looking for a proactive relationship with an advisor – a fiduciary. Someone who treats you the way you want to be treated. At Luken Investment Analytics, we’re here to serve you.

Serving First-Generation Wealth

We serve a limited community of first-generation wealth. People like you who built it and know the challenge.

Building and Protecting Wealth on Purpose

We design, build, and protect wealth with purpose, so you can live the life you want. Our Wealth Roadmap addresses five key focus areas (see below) and we invest using a market-tested, data-driven, repeatable process.

Support at Every Stage

We understand your journey and we’re here to support you every step of the way.

Good Communication is Key

We are proactive in communicating. We may not answer all of your questions before they’re asked – but we try. You will receive regular calls, updates, reports and videos so you stay as informed as you want to be with what’s going on with your portfolio.

Our Approach

We take the emotions out of investing. Smart Diversification™ is math-based, market-tested, and data-driven. It relies on facts and rules.

Who We Serve

We specialize in serving first-generation wealth builders. You built it. You know the challenge. We understand.

Ready to Get Started?

Whether you're ready to schedule a time to talk or you're interested in learning more about what we do, feel free to contact us. We're happy to help.

We ensure your cash flow is steady, your debt is manageable, and your financial health is strong. Our plans adapt to your changing needs, providing peace of mind and a clear path to your future.

Financial Planning

We grow your wealth with expert investment management, using a data-driven approach to create a diversified portfolio. Our proactive management aligns your investments with your goals and market conditions.

Asset Management

We identify and mitigate risks to protect your assets and well-being. Our strategies cover health, liabilities, and unforeseen events, providing security and peace of mind.

Risk Management

We minimize your tax burden and maximize your savings through effective tax strategies. Our network of tax professionals helps you take advantage of all available deductions and credits.

Tax Strategies

We protect your legacy with comprehensive estate and legal strategies. Our network of legal professionals ensures your assets are distributed according to your wishes and secures your family's future.

Estate and Legal Planning

Making smart decisions about your money requires a comprehensive look at what affects your finances. To make sure no stone is left unturned, we use a 50-point inspection checklist to provide a 360° ongoing analysis of your financial picture by focusing on these areas.

Five Core Wealth Management Pillars

What We Do

We design, build and protect wealth on purpose so you can live the life you want. As your wealth team, we leave no stone unturned, working through a comprehensive checklist to address the matters that are important to you across the spectrum of financial categories including: investments, tax, estate, debt and cash flow, as well as risk aspects.

Our Approach

We use a market-tested, data-driven, repeatable process (called Smart Diversification®. Click here to learn more). Instead of recommending one thing to you and us doing something different, we invest alongside you, investing in the same investments.

Who We Serve

We specialize in serving first-generation wealth builders. You built it. You know the challenge. We understand.

Ready to Get Started?

Whether you're ready to schedule a time to talk or you're interested in learning more about what we do, feel free to contact us. We're happy to help.

What We Do

We build and protect wealth with purpose, so you can live the life you want.  

bottom of page