Beyond financial guidance. We understand that when you come to a wealth planner you are looking for financial guidance to... MORE

Your life is complicated enough. If you are like many women these days, you spend lots of time juggling –... MORE

Luma Wealth Advisors is pleased to introduce you to the Bulletin, a quarterly publication offering Luma Wealth insights and information.... MORE

Mary Beth Franklin of InvestmentNews reports that more women are managing their household finances than ever before, but many still... MORE

No one likes to think about life transitions, but everyone needs to prepare – even women with significant wealth. Be... MORE

Introducing Luma Wealth Advisors.  A think-out-of-the-box wealth planning organization that understands women are unique. Your goals are important to us.... MORE

At Luma Wealth Advisors, we know that every woman is unique and has her own personal, professional and wealth planning... MORE

Understanding Women’s Wealth Needs   June 26, 2017 (Cleveland) – Is there a benefit to having a financial advisor focused... MORE

InvestmentNews reports that Luma Wealth Advisors will provide wealth planning and investment management, as well as social and educational events... MORE

Crain’s Cleveland Business reports on the launch of Luma Wealth Advisors.  Reporter Jeremy Nobile delves into the apparent need for... MORE