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.
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.
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
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:
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