Your life is complicated enough.
If you are like many women these days, you spend lots of time juggling – caring for your family, tending to your professional responsibilities, and supporting charitable causes important to you. At Luma Wealth Advisors, we want to simplify things by providing you with a wealth planning team committed to making your life run smoothly and helping you achieve your goals.
We make it easy for you.
When you work with Luma Wealth Advisors, you gain access to a dedicated team of financial professionals who are credentialed and collaborate with you to develop and oversee your wealth plan. Your advisor serves as a convenient, central point of contact and coordinates your plan with your Luma Wealth team and other, outside advisors.
Your goals are our goals.
We take the time to understand what you want to achieve, personally and professionally, in the near term and for the future, for yourself and for your family. Your goals are of the utmost importance to us, so we use a highly personalized and proven process that helps us get to know you and keeps you informed.