No one likes to think about life transitions, but everyone needs to prepare – even women with significant wealth.
If you were faced with an expected career change, divorce, loss of your spouse or health issue, would you be ready?
Work with an experienced team.
Luma Wealth specializes in helping women strive toward their goals, plan for the expected and prepare for the unexpected. Our teams provide thought leadership, guidance and access to a supportive community. They have experience working with women who have achieved tremendous successes and those who have experienced life transitions and came out on top.
Life happens. We help you stay on track.
Our empathetic and dedicated financial professionals offer respectful wealth planning guidance and customized investment solutions. They help you anticipate issues you may face and keep you on course toward your goals.