Lucent Wealth Planning® is engaged in providing investment advisory services including wealth management, financial planning, and tax strategies. The firm is self-described as independent and fee-only, focusing on attentive client relationships.

Lucent Wealth Planning®

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key_people

network_dossier

public_peers

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legal

legal_dossier

bundesanzeiger

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

company_dossier

network

strategic_challenges

industry_trends

strategic_challenges_dossier

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company_summary

events

network_mapping

transactions_dossier

swot_dossier

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financial_statements

crunchbase_trigger

crunchbase_profile

li_profile

financials_download_nd

private_financials

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company_structure

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financial_analysis

funding_rounds_analysis

regulatory_analysis

competition_analysis

news_impact_assignment_advanced

news_processing_advanced

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peers

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valuation

news impact assignment basic	general
public peers	general	Oct 23, 2024 1:56 PM	58baff8b
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Oct 23, 2024 1:56 PM	e8865121
crunchbase trigger	general
crunchbase profile	general
li profile	general
translate crunchbase fundingrounds	general
peers	general	Oct 23, 2024 1:56 PM	06085649
news basic	general	Oct 23, 2024 1:56 PM	3709ea30
bundesanzeiger	filings
merger acquisitions	company_analysis
financials download nd	financials
private financials	financials

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Lucent Wealth Planning®