Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES
Wealth Strategist Partners
Multi family office in Tampa, United States, founded 2006.
Identity
- HEADQUARTERS
- Tampa, United States
- FOUNDED
- 2006
Overview
Founded in 2006, this multi family office has its headquarters in Tampa, United States. 3 people are named on its team.
People
- Stuart E. LucasCo-Managing Partner and CIO · source
- Susan K. LucasCo-founder and COO · source
- Rod GoldsteinPartner · source
Frequently asked questions
Wealth Strategist Partners is a multi family office based in Tampa, the United States, founded in 2006.
Wealth Strategist Partners does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Wealth Strategist Partners include Stuart E. Lucas (Co-Managing Partner and CIO), Susan K. Lucas (Co-founder and COO) and Rod Goldstein (Partner).