Lumina Wealth Management
Financial Service
Why pick this one
Lumina Wealth Management is an independent Wilmington, NC advisory firm creating personalized stage-of-life financial blueprints and managing wealth.
Best for
- Stage-of-life financial goal planning
- Personalized financial blueprint development
- Ongoing wealth management
- Clients seeking an independent advisor with Charles Schwab custody arrangements
Specialties
- stage-of-life financial planning
- personalized financial blueprints
- wealth management
What makes them different
- Independent financial advisory and wealth management firm
- Custody arrangements through Charles Schwab and other investment platforms
- Multi-decade experience
- Personalized stage-of-life financial blueprints
Distilled from this business's own website.
Contact & Location
- Address
- 1508 Military Cutoff Rd Ste 302, Wilmington, NC 28403-5730
- Phone
- 19105999409
- Website
- https://www.luminawm.com
Services
- financial advisory
- financial planning
- wealth management
- investment portfolio management