Expand Your Expectations

Lumina Wealth Management is an independent financial advisory and wealth management firm with custody arrangements through Charles Schwab as well as other well-respected investment platforms.

We bring multi-decade experience to helping people create and execute stage-of-life financial blueprints for today and tomorrow.

Our goal is lifetime relationships based on a trust in our expertise, exceeded portfolio expectations, and friendship.

Explore Our Services

Client Relationship Summary

 

We’ve Moved!
News

We’ve Moved!

Our new office is located at 1427 MILITARY CUTOFF ROAD SUITE 207, WILMINGTON NC 28403.

2024 Client Relationship Summary
News

2024 Client Relationship Summary

2023 Investment Outlook
Resources

2023 Investment Outlook