Founding Member, CEO and Financial Advisor
Email: Lucas@Fenwick-Financial.com
As a dedicated investment advisor with a passion for empowering clients, I navigate the financial landscape with the expertise gained from my Bachelors Degree in Finance at the University of Kentucky, Series 65 License, and years of investing/trading experience. I embarked on this Stock Market journey by day-trading OTC and small-cap stocks, meticulously reinvesting profits into diverse asset classes. I firmly believe that what you think about comes about, and what you focus on grows (Gerald Peters)—this guiding principle fuels my mission to enrich the mind, body, and soul. At Fenwick Financial, I’m committed to creating tailored investment strategies that help you achieve your financial dreams.
The information on this website or associated social media links should NOT be taken as personal investment advice and is NOT a recommendation to buy or sell any security. It is for informational purposes only. The information on this website or in the Firm's Brochure has NOT been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about Fenwick Financial also is available on the SEC’s website at www.adviserinfo.sec.gov. Registration does not imply a certain level of skill or training. There is no guarantee investing.