Private Wealth Planning
Clarity. Confidence. A Plan That Fits Your Life.
Have you ever felt that financial advice can be:
Too generic to be truly useful
Too sales-driven to feel comfortable with
Too complex to put into action
This is different.
Private Wealth Planning is designed for people who want clear direction, practical strategy, and confidence that their money decisions actually make sense — without pressure, product sales, or ongoing commitments.
Who This Is For
✨ This is for you if:
- You earn good money but feel unsure if you're "doing it right"
- You've made progress but feel scattered or are second-guessing decisions
- You want to build wealth on purpose, not by accident
- You value wisdom, structure, and long-term thinking over shortcuts
🚫 Not for:
- Day traders
- Get-rich-quick seekers
- Anyone looking for stock tips or hype
How It Works
Choose the level of clarity and depth you want.
All packages are structured as:
Quick Overview:
Book a Discovery Call
Choose Your Planning Path
Receive Your Actionable Plan
Why Work With Me?
Daniel Lancaster, CFA®
- Over 13 years guiding individuals across the U.S. and U.K.
- CFA® Charterholder since 2021 (gold standard in investment expertise)
- Focused on clarity, strategy, and actionable guidance
- No product sales, no commissions, no conflicts of interest
🇺🇸 U.S. Residents Only
Personalized planning engagements are currently limited to U.S. residents due to regulatory requirements. International clients may access membership and educational resources.
📜 Compliance & Regulatory Notes
Daniel Lancaster is an Investment Adviser Representative of Lancity Enterprises, LLC, a Registered Investment Adviser in Texas. Form ADV Part 2 is available upon request. Registration does not imply a certain level of skill or training. All services are advisory-only and provided under appropriate licensure.
Ready to Get Started?
Book your free discovery call and let's find the right path for your financial journey.
Schedule Your Discovery Call