{"id":25968,"date":"2017-06-26T13:25:34","date_gmt":"2017-06-26T17:25:34","guid":{"rendered":"https:\/\/www.send2press.com\/wire\/?p=25968"},"modified":"2017-06-26T13:25:34","modified_gmt":"2017-06-26T17:25:34","slug":"introducing-luma-wealth-advisors-understanding-womens-wealth-needs","status":"publish","type":"post","link":"https:\/\/www.send2press.com\/wire\/introducing-luma-wealth-advisors-understanding-womens-wealth-needs\/","title":{"rendered":"Introducing Luma Wealth Advisors – Understanding Women\u2019s Wealth Needs"},"content":{"rendered":"

CLEVELAND, Ohio, June 26, 2017 (SEND2PRESS NEWSWIRE) — Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably \u201cyes\u201d and the recently launched Luma Wealth Advisors is ready to meet their planning needs.<\/p>\n

Luma Wealth Advisors was established to provide women with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn and connect with other women facing the same issues as they are.<\/p>\n

\"Luma
\nResearch has found that many affluent women are dissatisfied with the financial services industry and have had poor advisory experiences. A 2011 study, titled \u201cWomen of Wealth: Why Does the Financial Services Industry Still Not Hear Them?\u201d was co-authored by Heather Ettinger, founder of Luma Wealth Advisors. Published by The Family Wealth Advisors Council, the study showed that many women feel they are not being heard or respected, and their needs are generalized as homogeneous \u201cwomen\u2019s issues.\u201d<\/p>\n

Luma Wealth Advisors uses a team approach focused on getting to know each client, including their professional goals, financial concerns, and dreams for the future.<\/p>\n

\u201cWe understand that there are different types of women with different needs, and that every woman is unique,\u201d says Heather Ettinger. \u201cSince there is no one-size-fits-all approach, we tailor wealth planning to each client. And with a deep understanding of their personal situation, we build, implement and monitor their personalized investment strategy.\u201d<\/p>\n

According to Ken Coleman, a leader of Luma Wealth, \u201cThose experiencing a life transition are especially likely to benefit from having the support of an advisor focused on women.\u201d Over the course of time, many women change careers, find themselves sandwiched between aging parents and growing children, get divorced or lose their spouse. \u201cWe help women plan for the expected and prepare for the unexpected.\u201d<\/p>\n

Providing community is another important aspect of what Luma Wealth Advisors offers to its clients, with a host of educational programs on topics including investing, raising financially responsible children, and building a sustainable advisory board for business owners.<\/p>\n

\u201cWe offer a variety of social and informational events for clients to have fun, learn, make connections and celebrate women,\u201d says Emily A. Drake, CFP\u00ae and Luma Wealth advisor. \u201cAnd we are deeply committed to helping empower women.\u201d<\/p>\n

Luma Wealth Advisors is a financial advisory firm operating as a division of Fairport Asset Management, headquartered in Cleveland, Ohio. For more information, please contact Kristen Lucas at kristen.lucas@lumawealth.com or call 866-995-6819.<\/p>\n

Luma Wealth Advisors<\/strong>
\n1350 Euclid Avenue, Suite 400
\nCleveland, OH 44115-1833
\nWeb: http:\/\/lumawealth.com\/<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

CLEVELAND, Ohio, June 26, 2017 (SEND2PRESS NEWSWIRE) — Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably “yes” and the recently launched Luma Wealth Advisors is ready to meet their planning needs.<\/p>\n","protected":false},"author":7058,"featured_media":25958,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[223,1,146,384,38,20,559,956],"tags":[9065],"class_list":["post-25968","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investment-services-news","category-business-news","category-cleveland-news","category-consulting-news","category-finance-news","category-ohio-news","category-products-news","category-womens-interest","tag-womens-wealth-management","has-post-title","has-post-date","no-post-category","no-post-tag","no-post-comment","has-post-author"],"acf":[],"views":7234,"_links":{"self":[{"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/posts\/25968","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/users\/7058"}],"replies":[{"embeddable":true,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/comments?post=25968"}],"version-history":[{"count":0,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/posts\/25968\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/media\/25958"}],"wp:attachment":[{"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/media?parent=25968"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/categories?post=25968"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.send2press.com\/wire\/wp-json\/wp\/v2\/tags?post=25968"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}