Our Mission

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Our business is built on a foundation of thoughtful client relationships.  Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

How We Work

At Luminary Wealth Management, we provide a holistic approach in a safe and secure environment for our clients to have confidence with the preservation of their investments.  We also provide Industry Leading Financial Planning Tools where all your financial and life goals are in one place.  Allow Luminary Wealth Management to help you protect your hard work and support your success with insightful and rational business practices. 

Our mission is to help clients work toward financial independence through an ongoing process of financial planning, cash flow management and individualized investment portfolios.

We begin each relationship with a thorough review of your goals, tolerance for market volatility and your time horizon.  Understanding your needs allows us to create a comprehensive financial plan that is unique to your circumstances and incorporates preparing for unexpected events, tax considerations today and in the future while properly preparing an estate and legacy strategy.

Our ultimate success is obtained when our clients feel more confident and in control of their financial future, knowing that they have a partner who will be there to anticipate needs and guide them through uncertain times when they occur.  

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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