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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.

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The Investment Outlook for 2020: A Midyear Review
News

The Investment Outlook for 2020: A Midyear Review

International Economy: Same shock, different paths out of it

(Added 7/13/2020)

International Markets: Surviving 2020 to…

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