WHAT WE BELIEVE TRULY SETS US APART
Our focus is on growing the wealth of clients that we “do life with.” We enjoy listening to your story and helping you write the next chapters. We are for people who like smaller firms with a personal, hands-on approach.
With fifty years of combined financial experience, we’ve come to appreciate that financial security and a sense of well-being is important to people at every stage of life. We have organized our business to serve as a central hub for your wealth planning and financial advisory needs.
WE PROMISE TO FOCUS ON YOU
It all starts with where you are right now. You cast the vision, and we help you get there. Our style is to educate you on how to be proactive by walking with you through every life milestone.
Focusing on you means:
- Active listening to thoroughly understand your goals and values
- Personalized strategic recommendations with clear, concise reasoning and explanations
- Regular monitoring, analysis, and updates to keep your portfolio and plan in the best position
- Earn and maintain your trust by producing results and improving your financial situation
- You and your goals drive every decision because your success is our highest priority
Benefit: A feeling of confidence that comes from having a clear picture of today and a blueprint for financial success tomorrow.
WE PROMISE TO PROVIDE HOLISTIC GUIDANCE
Holistic means the whole picture. We live and breathe the market, economy, and factors that influence both. This enables us to provide you with well-informed advice and proactive guidance. We partner with a select group of attorneys, accountants, and other supporting professionals for those times when your needs grow beyond financial planning.
Holistic guidance means:
- Breadth and depth of knowledge and experience across a variety of wealth and non-profit related issues that enable effective and efficient execution of your plan
- Portfolio construction based on research strategies and principles that result in customized solutions molded to fit your specific needs
- The ability to leverage and deliver resources to you with a local, personal feel
- Cutting edge investment solutions, sophisticated technology, a powerful investment platform, and access to exceptional investment managers
Predictable investment returns for retirement, income, and growth
Benefit: A feeling of comfort from knowing that a deep and experienced team is providing tailored advice and is advocating for you.
WE PROMISE TO NURTURE A PERSONAL RELATIONSHIP WITH YOU
We intend to offer you the peace of mind that comes from a relationship that is personal and centered on what matters most to you. A professional relationship with our firm is also a personal relationship with us.
A relationship with Lumina Wealth Management means:
- Commitment to being accessible and responsive to care for your finances
- Ongoing, meaningful communication to keep you educated on key issues, updated on your progress, and ready to act when necessary
- Trust built on time spent together to understand your vision, goals, needs, and circumstances
- Regular face-to-face meetings
Benefit: Peace of mind that comes from a personal relationship centered on what matters most to you.