The Most Intelligent Wealth Advisor Community on the Planet
Our Story
Our founding team brings together a dynamic group of partners united by a passion for innovation, service, and meaningful connection. Each member contributes a unique background and shared commitment to building something greater than themselves.
Ray Lucia Jr. has spent nearly two decades helping families navigate their financial future and is recognized nationally for his insights in personal financial planning. Joe P. Lucia brings over 25 years of leadership in financial strategy and a deep commitment to client relationships, blending his experience in finance and retail to shape impactful brand and community experiences.
Josh Hotsenpiller is a serial entrepreneur, TEDx speaker, and U.S. State Department global ambassador. He’s known for launching platforms like JUNO and Wisdom Capture, which help organizations like the United Nations and HP build thriving communities.
Together, our founding team brings a unique blend of perspective and care, built on trust, experience, and a shared vision for impact.
The value we provide
Roll up your sleeves in hands-on sessions led by top industry minds. Test tools, apply strategies, and leave with insights you can use immediately.
Get ahead of the curve with sharp, data-driven insights into emerging market shifts, economic signals, and global forces that are reshaping the investment landscape.
Hear directly from leading strategists and seasoned advisors who’ve navigated complex markets and learn how they think, act, and adapt in high-stakes environments.
Connect with the minds moving the industry forward. From rising disruptors to seasoned veterans, this is your chance to build meaningful relationships that go beyond business cards.
Uncover sophisticated, tech-forward investment approaches — from AI-powered decision-making to unconventional asset classes — designed to give you a competitive edge.
Meet the Team
The smartest advisors know that success in today’s financial world requires more than knowledge it demands a blend of emotional savvy, strategic thinking, and business expertise.
