Helping you meet your personal, professional and legacy goals.

Life happens.We help women plan for the expected and prepare for the unexpected. Your Luma Wealth Advisors team develops an understanding of your total life and is committed to helping you achieve your goals. You gain confidence in knowing that your team will guide you and provide support, especially through life’s transitions.

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To keep you on track, we follow a personalized wealth planning process that keeps you informed.

Understand And Guide

Develop a strategic wealth plan focused on you, because no two women are alike

Invest And Monitor

Build a diversified portfolio holding a range of investment solutions

Service And Support

Proactively work with you to keep your wealth plan on track

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We help you prepare with a customized WEALTH PLAN.

We collaborate with you to develop your personalized wealth plan that addresses all your wealth planning needs and guides you to your goals.

LEARN ABOUT WEALTH PLANNING
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You get an individualized INVESTMENT PLAN.

Your Luma Wealth team works with you to understand your time frame, spending needs and risk tolerance, and designs a investment portfolio that is right for you. We then build your portfolio from a broad range of solutions, aligned with your time frame, spending needs and risk tolerance.

LEARN MORE ABOUT INVESTMENT PLANNING

Your plan is carefully monitored.

Your wealth plan and investment portfolio will be developed and monitored by a team of credentialed advisors. The team is coordinated by your Wealth Advisor, who serves as a convenient point of contact, and works closely with you to help you achieve your goals.

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Luma Wealth Advisors Process Chart

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MAILING LIST

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LUMA WEALTH EVENTS

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1350 Euclid Avenue, Suite 400
Cleveland, OH 44115-1833

866-995-6191
info@lumawealth.com

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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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