Lucas Lycksell, CFP , MSc. (Taxation), JD

Lucas is a Senior Wealth Advisor at Tailored Wealth, where he helps individuals and families facing financial complexity uncover opportunities that advance their vision of a flourishing life. He draws on legal, tax, and financial planning experience in his collaboration with clients, translating complicated decisions into clear, actionable strategies. With the team at Tailored Wealth, Lucas works with clients to achieve what for many is a driving financial objective: making work optional.

A CERTIFIED FINANCIAL PLANNER (CFP ) professional and licensed attorney (JD), Lucas pairs technical training with a collaborative, solutions-oriented approach. Before joining Tailored Wealth, Lucas was a Senior Financial Planner at Connecticut Wealth Management, advising clients across cash-flow planning, risk management, investment management, and estate and tax planning. Earlier in his career, he served as a High-Net-Worth Consultant on LPL’s Private Client team, developing wealth management, estate, and tax strategies, as well as customized portfolios for multigenerational families, business owners, and executives. He previously held roles as a Senior Wealth Strategist at UBS and as an associate at a New England law firm.

Lucas holds a Juris Doctor from the University of Michigan and an MSc in Taxation from the University of Oxford, along with a Bachelor of Arts in Political Science from Pacific Lutheran University. This academic foundation, combined with his years of financial planning experience, informs the thoughtful strategies at the heart of his client work.

A transplant to Connecticut, Lucas now calls Simsbury home, where he lives with his wife and daughter. Outside of work, he can often be found on the pickleball court and enjoys revisiting a favorite reservoir trail or browsing a bookstore for his next read.