Heather Ettinger Named to the InvestmentNews’ 2019 Icons and Innovators list

InvestmentNews has recognized Heather Ettinger as a 2019 Icons and Innovators honoree. Heather was chosen from several hundred nominations to make the list of 10 Innovators and one Icon, Sheryl Garrett, founder of Garrett Planning Network.   Each of the advisers and executives who made the third annual InvestmentNews Icons and Innovators list were chosen […]

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Luma Wealth Bulletin

If you’re looking for a reason to pack your bags and explore the world, we offer you five in this issue of the Luma Wealth Bulletin. In our vacation planning issue, you’ll discover: Five reasons to take a vacation: Your wealth plan should include strategies for enjoying your wealth, and travel is something that can […]

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Luma Wealth is registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC.

This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.

All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.

This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.

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