Business Details
19 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Lumina Wealth Management brings multi-decade experience to helping individuals and organizations create and execute stage-of-life financial blueprints. Our approach combines proprietary analytical software, a core-satellite investment strategy incorporating alternative assets, and collaboration with trusted attorneys, accountants, and insurance specialists. We focus on lifetime relationships built on expertise, portfolio management excellence, and personalized service. Our Certified Financial Planners utilize sophisticated tools to project future financial scenarios while addressing asset allocation, taxation, cash flow, and risk management.We specialize in retirement planning, educational funding, and estate strategies, with semi-annual portfolio rebalancing and dynamic benchmarking. Our team's alchemy of education, practical experience, and access to top-tier investment managers ensures tailored solutions for evolving financial needs.
Services
Financial Planning
Asset Allocation
Portfolio Management
Risk Management
Estate Planning
Details
- Year established: 2007
Highlights and features
- We offer Certified Financial Planners with 15+ years of industry experience
- Our proprietary analytical software enables precise financial scenario projections
- We implement a core-satellite investment approach with alternative assets
- Our team maintains semi-annual portfolio rebalancing and performance benchmarking
- We collaborate with trusted legal and tax professionals for comprehensive planning
Services
Financial Planning
Our financial planning service creates personalized stage-of-life strategies using sophisticated projection software. We analyze income, expenses, and goals to develop comprehensive roadmaps addressing retirement, education funding, and wealth transfer. Certified planners consider tax implications, cash flow management, and risk mitigation in every customized plan.
Asset Allocation
We implement core-satellite investment approaches incorporating alternative assets to optimize returns and reduce risk. Our proprietary analytical tools evaluate manager performance across asset classes while maintaining diversification. Regular rebalancing ensures alignment with evolving market conditions and client-specific objectives.
Risk Management
Our risk management service focuses on downside portfolio protection through strategic diversification and alternative investments. We continuously monitor market volatility and adjust positions to preserve capital. Semi-annual reviews ensure investment performance aligns with client expectations and dynamic benchmarks.
Portfolio Construction
We build portfolios using top quartile investment managers selected through quantitative analysis and proprietary evaluation tools. Our process combines core holdings with satellite positions to capture growth opportunities while maintaining disciplined risk parameters across all market cycles.
Estate Planning
Our estate planning service integrates legal and tax professionals to create efficient wealth transfer strategies. We address wills, trusts, and legacy planning while considering tax implications. Collaborative approach ensures seamless implementation of client wishes through coordinated professional networks.
People
Ashley Doyle
Partner, Certified Financial Planner
With 15+ years in financial services, Ashley specializes in comprehensive financial planning and problem-solving. Her CERTIFIED FINANCIAL PLANNER designation and outgoing personality enable effective client relationships and tailored wealth strategies.
Meredith Koenig
Partner, AAMS Financial Advisor
Meredith contributes analytical expertise since joining in 2008. Her skills in recognizing financial patterns support personalized investment strategies. She specializes in integrating client goals with data-driven portfolio management solutions.
Bill Anlyan
Partner Emeritus
As a founding member, Bill provided decades of wealth management expertise. His foundational knowledge shaped Lumina's approach to complex financial planning and continues influencing our strategic direction through established best practices.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning covering retirement, education funding, estate strategies, tax optimization, and cash flow management using proprietary analytical tools.
How do you approach investment management?
We use a core-satellite strategy with alternative investments, proprietary manager analysis, and semi-annual rebalancing to create diversified portfolios aligned with client goals.
What makes your firm different?
Our combination of Certified Financial Planners, proprietary analytical tools, and collaborative network of legal/tax professionals delivers personalized solutions with institutional-quality investment management.
How are investment decisions made?
Decisions combine quantitative manager analysis, market research, and client-specific factors through our proprietary analytical framework and regular portfolio reviews.
What areas do you serve?
While based in Wilmington, NC, we serve clients nationwide through virtual consultations and personalized service regardless of location.
How can I start working with you?
Contact us for a no-cost consultation at (910) 599-9409 to discuss your financial goals and determine if our services align with your wealth management needs.
