Lumina Wealth Management

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

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Lumina Wealth Management

Legacy/Estate Planning

Our clients have worked hard to build their wealth, we want to help them feel their estate is adequately protected in the event of any future life developments. Our assistance enables clients to position their wealth in a manner that enables a smooth and effective way of passing on their legacy to their heirs. By working closely with clients to understand what their sincerest intentions are, we will establish financially valid plans that are grounded in the appropriate legal procedures.

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