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About Luminescent Wealth Management

At Luminescent Wealth Management, Inc., we provide comprehensive financial planning and investment management services tailored to the needs of a wide range of clients. Our mission is to serve as a steady presence, using our expertise to bring clarity to our clients’ financial plans. We believe effective financial planning begins with listening. By understanding your goals, values, and priorities, we are able to develop strategies that align with your long-term objectives. Our services include: • Investment Management • Retirement Planning • Tax Planning • Estate and Legacy Planning • Cash Flow Planning • Education Planning • Insurance Planning • Multi-Generational Planning and Family Governance Our hands-on approach emphasizes clarity, collaboration, and ongoing support. We act as a resource and trusted partner to help clients navigate the complexities of today’s financial landscape. As fiduciaries, we are committed to acting in your best interest, adhering to the highest ethical standards. We are proud to be an independently-owned, fee-only wealth management firm. https://lumiwm.com/important-disclosures/

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