LUMINA WEALTH MANAGEMENT

Lumina Wealth Management is an independent financial advisory and wealth management firm with custody arrangements through Charles Schwab as well as other well-respected investment platforms... What's held us together for so long is a shared approach to wealth planning, management, and enjoyment. Lumina Wealth Management is rooted in a commitment to building lifetime relationships based on a trust in our expertise, exceeded portfolio expectations, and friendship.

Also known as: Lumina Wealth Management, LLC

Primary location: Wilmington United States