Lumia Wealth: Shining a Light on Your Financial Path
After 16 years of doing business as Cornerstone Wealth Advisors, the firm has rebranded itself Lumia Wealth. Lumia conveys light, illumination, and clarity. Wealth advisors Brian Brush, David Imhoff and Sarah Rasmuss made the change in order to better differentiate the name of the firm and tilt toward a more open, inclusive feel.
“The financial advice industry can be a complex, opaque, and confusing process for many people” says Brush. “Our goal is to provide transparency and clarity to all aspects of how we work with our clients. The Lumia name and logo reflect the core values of how we want clients to feel when working with our firm.”
The name change to Lumia Wealth is yet another step in the on-going succession plan for the firm. David Imhoff, the founder of the firm, has been transitioning into retirement and helped bring Rasmuss on board over a year ago. With over a decade of institutional retirement plan and asset management experience, she expands the firm’s depth of plan sponsor advising expertise. Brush continues to focus on individual wealth and medical professionals. Imhoff moves into full retirement at the end of the year, turning over control of the firm to Brush and Rasmuss.
“We work with people from all walks of life and want them to feel comfortable asking for help with their financial life,” Rasmuss expanded. “We hope the Lumia name conveys an approachable, open feel to people who might have been hesitant to ask for help in the past, and helps us reach more people in the retirement plan space.” Lumia is an independent, fiduciary, fee-only firm and manages over $135 million in assets for individuals, families, and employer sponsored retirement plans. Lumia employs an evidence-based, tax-aware investment approach that is core to providing total wealth management for clients.