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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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May Newsletter
News

May Newsletter

The Truth About Blockchain
News

The Truth About Blockchain

Authors, Marco Iansiti and Karim R. Lakhani have written an insightful article in the Harvard Business Review, “The Truth About Blockchain.”  If interested in…

October 2018 Newsletter
Article

October 2018 Newsletter