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Please feel free to contact us with any questions.

Welcome to Luminous Wealth Management, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. If you are a client, use the Client Tools page located on the top bar.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Explains how future tax rules may impact deductibility of charitable donations.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Describes how Roth accounts can generate tax-free retirement income.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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This calculator can help you determine how soon you can pay off your mortgage.

How much can you afford to pay for a car?

How much Disability Income Insurance do you need?

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck