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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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Resources Regarding COVID-19

Resources Regarding COVID-19

As we continue to be faced with the disruption of our day-to-day lives, we…

2020 Market Volatility

2020 Market Volatility

Market Update from JP Morgan’s David Lebovitz 

Should I Go to the Equity Market for Income?

(Added 6/4/2020)

Market Update from JP Morgan’s Samantha Azzarello