At Luminate Wealth Management & Insurance Services, we believe that having a comprehensive financial plan is the key to achieving your goals and living your life to the fullest. As a premier financial planning practice, we are dedicated to providing our clients with expert guidance and support to help them achieve financial security and confidence.
Our Commitments to You
At Luminate Wealth Management & Insurance Services, we are committed to providing exceptional service and personalized attention to each and every one of our clients. We believe in building long-term relationships with our clients, based on trust, integrity, and a deep understanding of their unique financial needs and goals.
Our Values
Our values are centered around our commitment to excellence, professionalism, and a passion for helping our clients achieve financial success. We believe in staying up-to-date with the latest industry trends and best practices, and we are dedicated to providing our clients with expertise and guidance that is tailored to their unique needs and goals.
Meet Your Team
We are proud to have a team of highly experienced and dedicated professionals who are dedicated to providing top-notch service and support to our clients. Our team includes several individuals who have been recognized for their excellence in the industry, including Forbes' Best-in-State Wealth Advisors and Best-in-State Top Financial Security Professionals.
Our Expertise
At Luminate Wealth Management & Insurance Services, we have a deep understanding of the complexities of financial planning and investment management. Our expertise is centered around providing our clients with personalized guidance and support to help them achieve their financial goals.
Clients We Serve
We are proud to serve a wide range of clients, from individuals and families to small business owners and corporations. Our clients come from all walks of life, and they share a common goal: to achieve financial security and success.
Our Planning Services
At Luminate Wealth Management & Insurance Services, we offer a comprehensive range of financial planning services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Holistic Planning Strategies
We believe that financial planning is not just about making money, but also about preserving and protecting your wealth for the long-term. Our holistic planning strategies are designed to provide our clients with a comprehensive approach to financial planning, including investment management, risk management, and estate planning.
Strategic Alliances
At Luminate Wealth Management & Insurance Services, we are proud to have formed strategic alliances with some of the most respected and reputable organizations in the industry. Our alliances enable us to provide our clients with access to a wide range of financial products and services, including insurance, investments, and retirement planning.
Private Client Group
We are proud to be part of the Northwestern Mutual Private Client Group, a select group of Northwestern Mutual advisors and representatives who are dedicated to providing our clients with expert guidance and support. As a member of the Private Client Group, we have access to exclusive resources and tools that enable us to provide our clients with the highest level of service and support.
Get in Touch
If you're ready to take control of your finances and achieve your goals, we invite you to get in touch with us. Whether you're looking for investment advice, retirement planning guidance, or simply a second opinion on your financial situation, we're here to help.
Exceptional Service and Expertise
The reviewer, Stephen Jones, had an outstanding experience with Scott, rating his service 5 stars. Stephen described Scott as a "true professional" who has provided him with "invaluable information and resources" to navigate the uncertainties of the COVID crisis. Scott's vast knowledge and thoughtful answers to financial questions have enabled Stephen to create a successful strategy for his portfolio.
Reliable and Trustworthy
Stephen emphasizes Scott's exceptional professionalism, highlighting his willingness to help and provide expert guidance. He commends Scott's ability to answer complex questions thoughtfully, always being prepared to provide helpful insights.
Exceptional Expertise
The reviewer mentions that Scott has helped him create a successful strategy for his portfolio, demonstrating his exceptional expertise in the field. Stephen's experience with Scott has been exceptionally positive, showcasing the importance of working with a knowledgeable and reliable professional.
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