Lucas Salerno is a Private Wealth Advisor located in Fort Wayne, IN.  He delivers independent, comprehensive financial advice with a coordinated plan to ensure he is always working in the client’s best interest.  As a third generation small business owner in the family, he believes no one deserves to face unintended financial consequences because they didn’t know what questions to ask.  This is why Lucas always starts with a complimentary consultation where he prioritizes issues and goals with his clients while also identifying any gaps or opportunities.  He specializes in comprehensive financial planning, business owner planning, investment management, retirement planning, estate planning strategies, tax reduction strategies and insurance strategies.

Lucas graduated with distinction from Indiana-Purdue Fort Wayne as a student-athlete with an Indiana University Business degree. After graduation, he joined Lincoln Financial Group’s prestigious Leadership Preparation Program, which led him to Chicago with one of Lincoln’s top planning firms in the country, DeRose Financial Planning Group. He is a CERTIFIED FINANCIAL PLANNER^TM practitioner, Series 7, 66 registered, and is licensed in Life insurance, Health insurance, and Annuities.

Lucas enjoys spending as much time as possible with his wife, Maria, and their two children, Archer and Giovanna. He also enjoys attending Notre Dame football games with his family and friends and is active in rec-league sports.

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CRN-6059316-103023