Lumina Wealth Management

Jacqueline M. Oprean
MBA, CEPA®, CRPS™, AAMS™
CEO / Co-Founder

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Lumina Wealth Management

You deserve a plan tailored to YOU.

Here at Lumina we shine a light on the individual, we strive to understand the wants and needs of your life that create your identity beyond simply being a high-net-worth and ultra-high-net-worth investor. By understanding your desired future plans, how others in your life play into your financial goals, what forward looking apprehensions need addressing, and further personal factors, we design a flexible recipe of value creation, risk mitigation, and most importantly – a familiar and welcoming environment where we continually adapt to your ever-changing life.

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Taking your business to the next level.

Being the leader of a business comes with many great responsibilities. Our Consulting Group is here to offer various services that can enhance growth within your business while simultaneously increasing the efficiency of you and your business’s operations. Whether your business is still in its initial growth stages, or you are a seasoned owner who is looking to exit the company – and everything in between, our team is here to provide you with the highest quality of support.

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What separates us?

I’m Jacqui, and from the start I’ve designed Lumina to stand out amongst the plethora of financial firms. Click below to learn more about how my story has shaped the vision of Lumina Wealth Management.

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Are you ready to take the next step financially?

Our clients are our focus, we’re here to serve your needs during your entire journey.

I’M READY

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