LUCA Wealth Client Intake
Step 1 of 9Welcome
Welcome — and thank you for trusting us with this next step. The questions ahead are the same ones Schwab asks on their paperwork; answering them here once means we can prepare everything for your signature instead of walking you through it line by line.
8–10 minutes
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Please read before you begin
This form gathers the information Luca Wealth Management needs to prepare your Schwab account paperwork and any related insurance forms. Submitting this form does not open an account or complete any beneficiary designation — those become official only when you sign Schwab's account application and/or the insurance carrier's own beneficiary form.Have handy: your Social Security Number, a rough sense of your income and net worth, and statements (or just the names) of accounts you may want to move or consolidate.
This form gathers information only. It does not open a Schwab account and does not complete any beneficiary designation.