Lumina Wealth Management

Our goal is lifetime relationships based on a trust in our expertise, exceeded portfolio expectations, and friendship. What’s held us together for so long is a shared approach to wealth planning, management, and enjoyment. As situations change or strategies mature, we bring our trusted attorneys, accountants, and insurance specialists to the table. We know from many years of experience that a solid financial plan today leads to wealth enjoyment tomorrow. We bring fifty years of experience to helping people create and execute stage-of-life financial blueprints for today and tomorrow.