Lucas Felbel, CFP, EA, CIMA, CEPA

The Di Vito Consulting Group specializes in helping entrepreneurs, executives, professionals, and high-net-worth families navigate the complexities of their financial lives. Our goal is to improve lifelong financial outcomes through thoughtful, personalized planning and wealth management strategies.Over the years, I’ve worked with thousands of unique client situations and have developed a deep focus on complex high-net-worth planning. As a trusted guide, I help clients stay grounded and confident through the inevitable ups and downs of their investing lives. I collaborate closely with their existing professionals and leverage an extensive network of specialists in tax, estate planning, philanthropic strategy, and business exit planning to ensure every angle is considered.I am proud to b...