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Holistic Wealth Management

Our Lumia Wealth advisors specialize in providing a broad range of holistic wealth management services, primarily to clients in the Kansas City area. Your future – and even your financial security – is about more than just investments. It’s about us helping you craft a holistic plan to protect what’s yours and manage risk across your entire financial life. Our holistic wealth management strategies incorporate investments, tax planning, insurance optimization and estate planning to ensure your full financial life is taken into consideration.

Lumia wealth advisors get to know any business or interests you may own, integrating and balancing these critical aspects into your overall wealth management strategy. That’s why we commonly partner with clients to manage:
• Financial goal setting and retirement planning
Asset location and allocation
• Investment selection, rebalancing and maximization
• Tax planning and minimization
Insurance – life, disability, home and auto
• College savings
Estate planning
• Charitable giving
Spend down strategy