About Lumina wealth management
Lumina Wealth Management: Your Trusted Partner in Financial Planning and Wealth Management
Lumina Wealth Management is a leading independent financial advisory and wealth management firm based in Wilmington, North Carolina. With over 20 years of experience in the industry, Lumina has established itself as a trusted partner for individuals, families, and businesses seeking comprehensive financial planning services.
At Lumina Wealth Management, we understand that every client has unique needs and goals when it comes to their finances. That's why we take a personalized approach to each client relationship, working closely with you to develop a customized financial plan that aligns with your objectives.
Our team of experienced advisors brings together expertise across multiple disciplines including investment management, retirement planning, tax planning, estate planning, risk management and more. We leverage our collective knowledge to provide holistic solutions that help you achieve your long-term financial goals.
As an independent firm with no proprietary products or affiliations with any particular investment company or bank - we are free to recommend the best solutions for our clients without any conflicts of interest. Our custody arrangements through Charles Schwab as well as other well-respected investment platforms ensure that our clients' assets are held securely while providing access to a wide range of investment options.
We believe in transparency and open communication throughout the entire process - from initial consultation through ongoing monitoring and review. Our goal is not just to manage your wealth but also educate you on how your investments work so you can make informed decisions about your finances.
Whether you're just starting out on your financial journey or looking for guidance on complex issues such as estate planning or business succession - Lumina Wealth Management is here to help. Contact us today for a complimentary consultation!