Wealthy Individuals & Families
The Lumos Wealth Advisors team is here to guide both individuals and families through life’s pivotal financial transitions. We offer clarity, confidence, and a steady hand to help you manage the complexities of your evolving financial well-being.
Our Approach
We understand the unique challenges families face in planning for their financial future. We work with families to create multi-generational strategies that seek to enhance stability and growth.
Estate Planning
Preserving your legacy is just as important as growing your wealth. We work with you and your legal team to create an estate plan that distributes your assets according to your wishes while reducing tax burdens. From trusts to charitable giving strategies, our goal is to guide you in leaving a lasting impact.
Tax Planning
We develop strategies that seek to reduce tax liabilities now and in the future, helping you optimize the amount you keep. From capital gains planning to tax-advantaged investment vehicles, we strive to keep your wealth working as hard as possible.
Investment Planning
Your investments should be a reflection of your values and goals. Our team creates diversified, tax-efficient portfolios that seek to provide growth while supporting your financial objectives and vision for the future.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
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Start Building for Tomorrow
Let Lumos Wealth Advisors illuminate your path to financial independence and confidence. Reach out today to start the conversation about building and preserving your wealth for generations to come.
