Serving you. Well.

We are dedicated to helping you identify and define your financial objectives and design strategies to help you reach them.

Our goal is to assist you in meeting the challenges you face and making progress toward your end goals. As your partner, we offer customized strategies and objective advice suited to your needs. In short, our focus is - and always will be - on you.



About our move


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Our business has always been about personalized wealth management designed to help you pursue your goals – and that will never change. That’s why we’re pleased to announce our affiliation with Raymond James. It enables us to maintain our independence and our objective approach to serving our clients as we see fit.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Martin Lutschaunig Bio Image
Martin Lutschaunig, CFP®, CRPC™
President, Lutschaunig Wealth Management Financial Advisor, RJFS
Patricia Niles Bio Image
Patricia Niles, CRPC™
Branch Manager, RJFS

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act.
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Information & insight

Five key takeaways from earnings season

05/10/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Is this the calm before the storm? Preparing for a busy data week

05/10/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Keep it in the family: succession planning for franchise owners

How a clear succession plan helps ensure generational continuity.
Business Ownership

Is a niche retirement community right for you?

Things to consider before joining a community of like-minded retirees.
Retirement & Longevity

Structured lending: A strategic tool for sophisticated individuals

Customization that serves the multifaceted needs of private wealth.
Markets & Investing

Webinar replay - The next leg of the race

05/07/2024
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
Markets & Investing
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The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lutschaunig Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

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