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Join the Luma Wealth Community. Do you find yourself unexpectedly in charge of your wealth, in need of financial guidance to feel more empowered? Would you like advice on raising financially responsible children, or information about creating an advisory board for your business? Because of his big picture perspective and growth mindset, Ken is a “go to” advisor for many business owners and executives. A champion for women advisors and clients for decades, Ken has been integral to the formation of Luma Wealth.

Careers. At Luma Wealth Advisors, we understand that women appreciate working with an advisor who takes the time to listen, an advisor who they can trust. We pride ourselves on delivering comprehensive wealth management solutions that go beyond client expectations, with. Luma Wealth Advisors. 1350 Euclid Avenue, Suite 400 Cleveland, OH 44115-1833 Toll Free 866-995-6191 Fax 216-431-4061 info@. Informing views. LATEST RESEARCH, NEWS AND OPINIONS. Refer a friend. KNOW SOMEONE WE CAN HELP? X.. Luma Wealth Advisors, Cleveland, Ohio. 102 likes. Luma was founded to meet the unique financial planning needs of women of wealth. We provide a community. 19/11/2019 · Luma Wealth Advisors was founded to meet the unique financial planning needs of women of wealth. Every woman is different and deserving of respectful, personalized guidance. Luma Wealth’s team of experienced professionals are committed to helping. Luma Wealth Advisors is an Ohio Fictitious Name filed on April 7, 2017. The company's filing status is listed as Active and its File Number is 4015861. The Registered Agent on file for this company is Wt Fairport Llc Wealthtrust Fairport Llc and is located at 1350.

Two Investment News “Women to Watch,” including Luma Wealth’s Heather Ettinger, teamed up in Cleveland to discuss gender diversity, women’s leadership and why investing in women is smart business. Our guests joined them in a roundtable discussion on. Before deciding to trade, you should carefully consider your investment objectives, level of experience, risk tolerance and, if necessary, seek advice from an independent financial advisor. Luna Wealth.

26/06/2017 · Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably “yes” and the recently launched Luma Wealth Advisors is ready to meet their planning needs. CLEVELAND, Ohio — NEWS: Is there a benefit to having a financial advisor. 26/06/2017 · was co-authored by Heather Ettinger, founder of Luma Wealth Advisors. Published by The Family Wealth Advisors Council, the study showed that many women feel they are not being heard or respected, and their needs are generalized as homogeneous "women's issues.".

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