A complete list of active advisors currently associated with Luminescent Wealth Management, Inc.

Warmer can help you find a great advisor at Luminescent Wealth Management, Inc. or one who fits your needs even better.

Luminescent Wealth Management provides fee‑only financial planning and ongoing wealth management services to individuals, families, trusts, estates, charitable organizations and business entities, typically working with clients who meet its $2 million account minimum. The firm offers discretionary and non‑discretionary portfolio management, comprehensive financial planning, and may engage or recommend third‑party sub‑advisers to manage portions of client assets. Investment decisions are grounded in fundamental analysis and tailored to each client’s objectives, risk tolerance and time horizon; portfolios can include individual equities, bonds, no‑load or load‑waived mutual funds, ETFs and interval funds. The firm acts as a fiduciary, conducts quarterly reviews, monitors accounts on an ongoing basis, and performs due diligence when selecting sub‑advisers. What is distinctive about the firm is the prominence of tax and accounting expertise within its advisory team: the president is a licensed CPA with multiple advanced planning credentials (CFP®, PFS, AEP®, CAP®), and the brochure emphasizes integration of tax, estate and philanthropic planning into advice. Compared with many peers, Luminescent operates with a small advisory team and relatively high account minimums, indicating a focus on larger or more complex household and institutional relationships rather than mass‑market retail clients.

To learn more about the advisors currently working at Luminescent Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.