Beyond financial guidance.
We understand that when you come to a wealth planner you are looking for financial guidance to achieve your personal and professional goals – and our knowledgeable and experienced teams provide you with thoughtful advice and customized solutions.
At Luma Wealth, we offer so much more. We provide a welcoming community with an array of events and resources that allow you to learn, connect and celebrate with other women.
Attend a Solutions for Women luncheon and learn more about investing. Come to a deck party and expand your social and professional networks. Or attend one of our many and varied other events to learn about planned giving, raising financially responsible children, or simply to have fun and make connections.