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— William Arthur Ward — Mark Twain — Aristotle Onassis — Ken Nutt

Mission Statement

Luca, Bonino & Associates LLC is a wealth management firm devoted to help you navigate your financial future. Our mission is to help people consider innovative solutions and make informed decisions to improve their financial lives. We motivate and encourage others to pursue their own personal and financial fulfillment.

Welcome to Luca, Bonino & Associates, LLC Wealth Management

Thank you for your interest in Luca, Bonino & Associates LLC Wealth Management! We know that you depend on input and solutions from many professionals in your life and are privileged with the opportunity to help you navigate your financial future. Take some time to explore our site and let us know how we can help!

Luca, Bonino & Associates, LLC is a firm dedicated to paramount and personalized client service as well as unbiased asset management, financial and insurance planning, and investment counsel. We aspire to become the wealth management firm of choice in Woodland Hills, California as well as in our new location in the Raleigh/Durham area, North Carolina for clients that expect personalized financial planning, portfolio construction and management, accountability for investment strategies, and exceptional client service.

We aim to provide financial confidence in knowing that you have a plan in place that lets you live life to the fullest. We appreciate the opportunity to serve you and assure you of every effort to earn your confidence.

Sincerely, 

Maria Bonino Houserman

Founder and Managing Director   

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Keep Your Umbrella Handy

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Estimate your monthly and annual income from various IRA types.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Use this calculator to estimate your capital gains tax.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Do you have causes that you want to support with donations?

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Global and International Funds

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Surprises

Making the most of surprises is a great reason to work with us.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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