Do you take care of yourself?

Make Yourself a Priority In this issue of the Bulletin, we leverage the change of seasons to start a conversation... MORE

Your last words to loved ones

Creating an Ethical Will When you’re planning your legacy, you think about preparing an estate plan for the distribution of... MORE

Are your heirs prepared?

After a lifetime of encouraging your family members to get along, you don’t want to rock the boat when it... MORE

Luma Wealth Bulletin

  If you’re looking for a reason to pack your bags and explore the world, we offer you five in... MORE

Financial Advisor Magazine Cover Story

“In many ways, Heather Ettinger represents the future direction of HighTower,” reports Financial Advisor magazine.  Heather Ettinger, Fairport and Luma... MORE

Luma Wealth Bulletin

Studies have shown that college graduates earn more than those without degrees over a lifetime. But a college education doesn’t... MORE