Lumina Wealth Management is an independent financial advisory and wealth management firm with custody arrangements through Charles Schwab as well as other well-respected investment platforms. We bring fifty years of experience to helping people create and execute stage-of-life financial blueprints for today and tomorrow. Our goal is lifetime relationships based on a trust in our expertise, exceeded portfolio expectations, and friendship.
Services
Ashley Doyle - Certified Financial Planner, Meredith Koenig - AAMS & Financial Advisor, and Bill Anlyan - Managing Member are the trio that makes up the heart and soul of Lumina Wealth Management. We've honed our skills and explored our passions together since 2000 in Wilmington, NC. What's held us together for so long is a shared approach to wealth planning, management, and enjoyment.
As Managing Member, Bill Anlyan's long-term knowledge and experience are one of the cornerstones of Lumina Wealth Management's ability to provide insights into complex wealth issues. Prior to founding Lumina Wealth Management', Bill was an. Ashley has over 15 years of experience in the financial services industry.
Where ever you or your organization are financially, you need a strategy for how to achieve goals. Our financial planning services identify where you want to be and the best way to get there. Whether individual, family, charity, or business, every financial blueprint considers asset allocation, taxation, cash flow management, a "safety fund, " insurance and basic risk management.
With fifty years of combined financial experience, we've come to appreciate that financial security and a sense of well-being is important to people at every stage of life. We have organized our business to serve as a central hub for your wealth planning and financial advisory needs. It all starts with where you are right now.
Staying up-to-date on the financial world is a key step in maintaining and understanding your investment plan. We've made it easy for you to find important financial information in one convenient location. Collaborative Divorce is an alternative to traditional litigation focused divorce, which can be costly, adversarial, and prolonged.
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