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 fifty years of 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

Bitcoin 101: A Crash Course
Article

Bitcoin 101: A Crash Course

Bitcoin is everywhere. You’ve likely seen terms like “cryptocurrency” and “blockchain” floating around on Facebook, or maybe you have a friend who is begging…

Gina Sanchez on Global Markets
Video

Gina Sanchez on Global Markets

As an independent economic consultant for Lumina Wealth Management, Gina Sanchez brings to the table an impressive breadth of financial experience, along with seasoned…

2018 Tax Reform Guide
Article

2018 Tax Reform Guide

Earney & Company is a Wilmington accounting firm that has published an excellent guide to taxation in 2018 following the sweeping tax…