Grateful

I’m grateful to have an advisor who understands all that I juggle.

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Comfort

It’s comforting to feel in control of my wealth plan, so I can focus on my growing business.

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Support

It was a relief to find guidance and support when I needed it most.

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Understanding women’s wealth needs. We know that women are not all the same. Your personal situation and professional goals are important to us, so we create a wealth plan to help you secure your future and realize your dreams.

Disclaimer:
These are fictional situations. Neither the investors (pictured above) nor the advisors are real. The description of independent registered investment advisors is for general information purposes only and does not necessarily reflect the services offered by any particular advisor. Advisors’ services, investment strategies and conditions for accepting accounts may vary.

Luma Wealth Community

Learn. Connect. Celebrate.
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Do you find yourself unexpectedly in charge of your wealth, in need of financial guidance to feel more empowered? Would you like advice on raising financially responsible children, or information about creating an advisory board for your business? Or, would you simply appreciate the opportunity to talk to women who are facing the same issues as you? Through a variety of educational, professional and social events, we celebrate women with a supportive and enriching community where you can learn and laugh with women like you.

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