Lumina Wealth Management - Wilmington, North Carolina

For individuals and families seeking comprehensive financial planning and tailored investment services, Lumina Wealth Management presents a distinguished option. Located at 1508 Military Cutoff Rd STE 302, Wilmington, NC 28403, Lumina Wealth Management operates with a commitment to delivering personalized guidance and strategic solutions. Their telephone number is 05999409, and their website, luminawm.com, offers a detailed overview of their services and approach.

About Lumina Wealth Management

Lumina Wealth Management is a dedicated firm specializing in helping clients achieve their long-term financial goals. They distinguish themselves through a client-centric approach, prioritizing understanding each individual’s unique circumstances, risk tolerance, and aspirations. The firm’s core expertise lies in crafting bespoke financial plans that encompass retirement planning, investment management, estate planning, and tax optimization. They believe in fostering long-term relationships built on trust and transparency, consistently acting in the best interests of their clients.

Key Services Offered

Lumina Wealth Management’s service portfolio is designed to address a wide spectrum of financial needs. Here’s a breakdown of their primary offerings:

• Financial Planning: They develop comprehensive financial plans that consider all aspects of a client’s financial life, including budgeting, debt management, savings strategies, and insurance needs.
• Investment Management: The firm provides customized investment portfolios tailored to each client’s risk profile and financial objectives. They utilize a diversified approach, incorporating various asset classes such as stocks, bonds, and alternative investments.
• Retirement Planning: Lumina Wealth Management assists clients in planning for a comfortable and secure retirement, projecting future expenses, and developing strategies to maximize retirement savings.
• Estate Planning: Recognizing the importance of safeguarding assets and ensuring a smooth transfer of wealth, they offer estate planning services, including wills, trusts, and power of attorney documents.
• Tax Optimization: They work with clients to identify tax-efficient investment strategies and minimize their overall tax liability.

Accessibility and Client Experience

Lumina Wealth Management demonstrates a strong commitment to inclusivity and accessibility. The office location is fully wheelchair accessible, featuring a wheelchair accessible entrance and wheelchair accessible parking lot. Furthermore, a wheelchair accessible restroom is available for client convenience. Appointments are recommended to ensure dedicated attention and personalized service. The firm’s dedication extends beyond physical accessibility; they strive to create a welcoming and comfortable environment for all clients.

Client Feedback and Reputation

Currently, Lumina Wealth Management has garnered positive feedback from its clients. As of today, they have 1 reviews on Google My Business, receiving an average opinion of 5/5. This exceptional rating showcases the high level of satisfaction experienced by those who have engaged their services. The positive reviews consistently highlight the firm’s professionalism, expertise, and commitment to client success.

Key features that contribute to their strong reputation include:

• Personalized Service: Clients appreciate the individualized attention and tailored advice they receive.
• Expertise: The firm’s advisors possess deep knowledge and experience in various financial areas.
• Communication: Clients commend the clear and transparent communication provided throughout the engagement process.
• Results: Many clients have reported achieving their financial goals through Lumina Wealth Management’s guidance.

Contact Information and Additional Details

To schedule an appointment or learn more about Lumina Wealth Management, clients can contact the firm at the following details:

• Address: 1508 Military Cutoff Rd STE 302, Wilmington, NC 28403
• Phone: 05999409
• Website: luminawm.com
• Other Points of Interest: Restroom available. Appointments are recommended.

Lumina Wealth Management is dedicated to providing a seamless and accessible experience for all clients. They prioritize building strong relationships and delivering exceptional financial outcomes. Their commitment to client satisfaction, combined with their expertise and accessibility, makes them a valuable resource for anyone seeking sound financial advice and robust investment management.