top of page
Sunlight shining through a tall bamboo forest path
Close-up of succulent leaves with curved edges
Golden sunset light over rugged mountain peaks
Small sprout growing against a blurred background

Contact Us

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.

It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains using life insurance to make meaningful charitable donations.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains provisions allowing rebates for home energy efficiency and electrification projects.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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