As a follow-up to our big announcement about the brand change from Cornerstone Wealth Advisors to LUMIA WEALTH, we wanted to present an overview of our services, and describe the ways we provide our clients A Light, A Plan, and A Path.
We find that clients want to work with an advisor who has earned their trust, who spends time focusing on the details of their financial lives so they don’t have to. As fiduciaries, our advisors strive to put our clients at the center of everything we do. We choose the investments that are best suited for each client. We earn trust — not commissions — and are compensated by clients only through our simple, transparent fees. We believe the only way to serve clients is by doing what’s right for them.
How We Serve Clients
True Wealth Management
Individuals and families connect their financial lives with their values and goals through tailored wealth solutions, investments and comprehensive financial planning.
401(k) plan sponsors benefit from investment management by a 3(38) fiduciary that’s committed to transparency, responsible investment options and participant education.
Community foundations, continuing care facilities, private schools, cultural institutions and other nonprofits advance their mission and goals with prudent investment management and financial guidance.
Our Comprehensive Services
Forward Planning | Tax-Deferred vs. Tax-Free | Minimizing Income & Estate Tax
Desired Lifestyle | Wealth Transfer Intentions | Charitable Interests | Estate Planning
Personal Insurance | Professional Insurance
Diversification | Risk-Based | Goal-Oriented Returns
Social Security Strategies | Medicare Choices | Medicare Supplements
Bond Ladders | Tax Efficiency | Pensions & Annuities | Spend-Down Strategies
If you would like more information regarding any of these services and to find out more about our firm and philosophy, please give us a call at 913-381-0280.