Wealth planning to help you build your future

A customized approach. We consider your entire financial picture, from where you are now to where you want to be, both personally and professionally. Your wealth plan is customized and designed for your unique situation.

Man and woman with a horse in the snow

Knowledgeable experts, specialized support

Your Luma Wealth Advisors team provides a wide array of wealth planning services to address the complexities of your financial life. They are experienced and credentialed, and focused on helping women achieve their personal goals. Whether you are a senior executive or business owner, enjoying your retirement or receiving income from inherited wealth, your Luma Wealth team is ready to help.

CONTACT US

A comprehensive set of wealth planning services

Your plan will address your unique set of opportunities and challenges with a comprehensive set of services that includes:

  • Net worth and cash flow planning

  • Investment planning and portfolio management

  • Tax planning

  • Insurance sufficiency and risk management

  • Estate and wealth transfer planning

  • Philanthropic planning

  • Retirement planning

  • Specialized planning for professionals, senior executives, business owners, retirees and those with inherited wealth

Helping you through life’s transitions

You prepare for some of life’s transitions, others take you by surprise. Your Luma Wealth team will be there for you, for the planned and unexpected. They will provide support and guidance and help you keep your wealth plan on track for life changes that may include:

A woman on a boat looking out into the distance
A woman sitting at a desk with a cat

LOSS OF SPOUSE

  • Transition plan (no big moves for a year)

  • Administrative support (forms)

  • Cash flow planning

  • Estate planning

CAREER CHANGE FOR THE SENIOR EXECUTIVE

  • Job offers compared in terms of total value of all benefits

  • Financial and retirement planning opportunities

  • Negotiating opportunities of value

  • Succession planning

A woman in an office cube smiling
An office woman holding a smart phone
A woman drinking coffee and using a laptop
A woman sitting in a hospital bed with a young girl and another woman

SANDWICH GENERATION ISSUES

  • Eldercare

  • College planning

  • Financial literacy education

  • Effect of time limits on career

SALE OF A BUSINESS

  • Business transition strategies

  • Estate planning issues

A woman reading papers in a binder
A woman stacking fabric
A woman shaking someones hand
An older woman petting a dog
Woman and a girl working on a project

DIVORCE

  • Administrative support (titling)

  • Cash flow planning

  • Estate planning

Keep up to date with our

INFORMING VIEWS

Join the Luma Wealth

MAILING LIST

View upcoming

LUMA WEALTH EVENTS