Luminary Wealth
Fort Wayne, United States (US) · Finance and Banking
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Luminary Wealth is a financial planning firm based in Fort Wayne and Charlotte, Indiana and North Carolina, dedicated to providing comprehensive wealth management and retirement planning solutions.We specialize in guiding individuals and families through significant life transitions, such as starting a business, buying a home, or approaching retirement.
Overview
We specialize in guiding individuals and families through significant life transitions, such as starting a business, buying a home, or approaching retirement. Our team of credentialed advisors – including CFPs, CFAs, and CPAs – works as your fiduciary, prioritizing your best interests above all else.
At Luminary Wealth, we offer a personalized approach, starting with a comprehensive Financial Guidebook that addresses every aspect of your financial life, from investment strategies to tax minimization and legacy planning. We provide 24/7 advisor access and ongoing support to ensure you feel confident and secure throughout your journey.
Founded in 2002, Luminary Wealth is committed to transparency, simplicity, and building lasting relationships with our clients. We are proud to be a trusted partner in helping you achieve your financial goals and navigate the complexities of life.
Contact Details
Fort Wayne, United States (US), 7910 Carnegie Blvd
+1
Founded
2002
Company Type
Private Limited Company
Employees
2-10
Categories
Services
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