Lumen Wealth Management

Our Story

Lumen Wealth Management was born from a desire to empower individuals to take control of their financial destinies. Founded by Gino Molettieri, a seasoned financial advisor, the firm is driven by a passion to help clients achieve financial clarity, navigate market complexities, and work towards their financial goals.

Our Philosophy

We believe everyone deserves a personalized financial roadmap that reflects their unique needs, aspirations, and financial realities. Our approach is collaborative and client-centered, focused on building lasting relationships and offering tailored solutions. We believe financial planning should be an ongoing process, constantly adapting to changing circumstances and life events.

Our Team

Our team comprises experienced and compassionate professionals with diverse backgrounds and expertise in all aspects of financial planning. More than just numbers and calculators, we are dedicated to understanding the human element of financial planning, offering guidance with empathy and clarity.

How We Help

We offer a comprehensive range of services to address every facet of your financial life. This includes:

• Wealth Accumulation: Building and maximizing your wealth through strategic investment planning.
• Risk Management: Identifying and mitigating potential risks to your financial security.
• Tax Planning: Optimizing your tax strategies to reduce your burden.
• Retirement Planning: Ensuring you are on track to achieve your retirement goals.
• Estate Planning: Protecting your assets and ensuring your wishes are respected after your passing.
• Business Planning: Developing strategies for succession planning, insurance coverage, and business growth.

Our Approach

We take a personalized and holistic approach to financial planning, considering all aspects of your financial life. We work with you to:

• Understand your goals and aspirations to create a vision for your future.
• Analyze your current financial situation to identify potential areas for improvement.
• Develop a customized plan that aligns with your unique needs and risk tolerance.
• Monitor and review your plan regularly to ensure it remains effective and adapts to your changing circumstances.