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Our Services

At Luminous Wealth Management, we specialize in providing guidance on a variety of issues including:

  • Creating a personalized long-term strategy for your retirement
  • Making sure our clients are not taking on any unintentional risk
  • Selecting tax efficient investments
  • Funding college expenses
  • Achieving philanthropic goals
  • Planning for a secure, cost-effective transfer of your estate

Wealth Management Strategies: Whether you’re approaching or already enjoying retirement, we can help bring the pieces of your financial life together. At Luminous Wealth Management, making your money last a lifetime is our primary focus. Our approach consists of thoroughly understanding you and identifying individual and family goals, dreams, and challenges. Together, we will build a portfolio that reflects your cash flow needs, investment time frame, and tax situation.

Our role doesn’t stop there. Knowing when to draw upon certain sources of income is critical to making your savings last. As your wealth manager, we have multiple strategies that we can implement based on the ever-changing financial landscape, ultimately helping you maximize returns and reach your investment goals. We expect your life to change and will continually monitor your financial progress, evaluate your plan with you on a regular basis, and revise our strategies as needed.

Investing for Your Future: We recognize that the goal of investing is to ensure financial security later in life, and that the legacy you leave is important to you and your loved ones. We believe that before you begin to build real wealth, you need to have a strategy to protect it. We will help you identify risks that could affect not only you, but potentially your family, and show you cost-effective options to reduce those risks. Our responsibility is to help review your options to make smart decisions now so your family doesn’t have to deal with surprises in the future.

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. 

Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). 

Luminous Wealth Management, LLC and JWC/JWCA are unaffiliated entities. 

J.W. Cole Financial Representatives do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax or any alternative method. 

Privileged/ Confidential Information may be contained in this message.

This communication is strictly intended for individuals residing in the state(s) of AZ, FL, KY, MI and OH. No offers may be made or accepted from any resident outside the specific states referenced.

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