Navigate Your Financial Future With Confidence
High-End Business Planning, Wealth Protection, and Expert Investment Guidance
Who We Are
We Are a Solution to Complexity
At Lumen Wealth Advisors, our name represents the guiding light we provide our clients in the midst of their financial journey. We strive to be your Family CFO and quarterback, offering stability and financial brilliance throughout your life. Lumen Wealth Advisors – is more than just a name- a symbol of the light we shine on our client’s most challenging financial situations. We are the unwavering beacon that guides you through the complexities of wealth management and helps you make sound financial decisions. We stand by our client’s side, illuminating the path to financial security, inspiring confidence, and providing direction in their financial endeavors.
Who We Serve
Lumen Wealth Advisors is a partner to affluent individuals and business owners, whether they be a privately held corporation or a multigenerational family business. The key here is we serve families. We are attentive listeners and a boutique firm that understands the complex needs of the clients we serve. We develop deep knowledge of their goals and values and as a result, we help them achieve financial clarity, confidence, and control.
Our Mission
Help the clients we serve to protect their family, business, and ownership interests through integrated planning to reduce complexity, minimize risk, build wealth, and improve tax efficiency. By creating strong financial frameworks for our clients, it is our goal to empower them to live lives of amazing significance that they define and on their terms.
