Luma Wealth Advisors is pleased to direct you to this month’s Bulletin, with insights and information to help you protect your wealth. In this issue:
Learn about investing for returns and to make a difference
Many high net worth investors believe investing for an impact is the right thing to do. Read the Bulletin for information on the benefits of impact investing.
Find out about local organizations focused on the environment
Many Cleveland area organizations are actively working to make the world a better place, from creating ecological cities to eradicating disease. This month’s Bulletin has information on those who are leading the way.
Get the latest Luma Wealth news
Check out the ‘Kudos’ section of the Bulletin to meet our new hires: Katie Sheehan, CFA®, Portfolio Manager and member of the investment team, and Michelle Taylor, a Chartered Retirement Planning Counselor who will be working directly with clients as an advisor.
Read the Bulletin.
Click below to download the January issue of the Bulletin.