About Us

At Luminate Financial Services, we’re listening.

We know you want:
  • Top quality service — We promise the utmost in diligence, ethics and confidentiality at all times.
  • Timely response to all of your wealth management issues — We’ll return your calls, emails and other contacts as quickly as possible!
  • Prompt attention to your needs — You’ll have regular and frequent reviews of your portfolio by our experts.
  • Information of value — We’ll make regular and consistent contact through email alerts, investment reviews, educational seminars, and more; all with information you can use.
  • Fair, transparent and reasonable fees — You’ll receive a full explanation, in advance, of how fees are calculated and invoiced.
  • To know your advisors will be there for you — We offer lifetime care for your wealth design needs bridging all generations of your family.