Anlyan & Hively Asset Management

Lumina Wealth Management is an independent financial advisory and wealth management firm helping individuals and organizations in Wilmington, NC, and beyond achieve their financial goals. We boast over 50 years of combined experience, empowering our clients to create meaningful wealth plans and navigate their financial journeys with confidence.

Our Values

At Lumina Wealth Management, we prioritize three core values:

• Collaboration: We believe in working in close partnership with clients, understanding their unique needs and aspirations.
• Expertise: Our team comprises experienced professionals with diverse backgrounds and extensive knowledge in wealth planning and management.
• Friendship: Building genuine relationships and fostering open communication lie at the heart of our client relationships.

Our Services

We offer a comprehensive range of services tailored to your specific needs, including:

• Stage-of-Life Financial Planning: We create customized plans that align with different stages of life, such as wealth accumulation, retirement planning, and estate preservation.
• Investment Management: We provide personalized portfolio management, utilizing a diversified approach to maximize returns and mitigate risks.
• Retirement Planning: We assist individuals in planning for a secure and comfortable retirement by leveraging plans like 401(k)s and IRAs.
• Wealth Management: From estate planning to tax optimization, we guide you in making informed financial decisions for your entire financial life.

Our Team

Lumina Wealth Management is led by a talented trio:

• Bill Anlyan: Managing Member, with decades of experience in wealth management and complex financial issues.
• Ashley Doyle: Certified Financial Planner, specializing in solving financial problems and providing insightful advice.
• Meredith Koenig: AAMS, Financial Advisor, recognized for her analytical skills and attention to detail.

Building Your Financial Future

Lumina Wealth Management believes in empowering clients to take control of their financial destinies. We partner with you, not just to manage your finances, but to understand your vision and aspirations. Contact us today for a complimentary consultation and discover the path to achieving your financial goals.