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.
CLEVELAND, Ohio /Mortgage and Finance News/ — 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.
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.
Research has found that many affluent women are dissatisfied with the financial services industry and have had poor advisory experiences. A 2011 study, titled “Women of Wealth: Why Does the Financial Services Industry Still Not Hear Them?” 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 “women’s issues.”
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.
“We understand that there are different types of women with different needs, and that every woman is unique,” says Heather Ettinger. “Since 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.”
According to Ken Coleman, a leader of Luma Wealth, “Those experiencing a life transition are especially likely to benefit from having the support of an advisor focused on women.” Over the course of time, many women change careers, find themselves sandwiched between aging parents and growing children, get divorced or lose their spouse. “We help women plan for the expected and prepare for the unexpected.”
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.
“We offer a variety of social and informational events for clients to have fun, learn, make connections and celebrate women,” says Emily A. Drake, CFP(R) and Luma Wealth advisor. “And we are deeply committed to helping empower women.”
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 firstname.lastname@example.org or call 866-995-6819.
Luma Wealth Advisors
1350 Euclid Avenue, Suite 400
Cleveland, OH 44115-1833
Related link: http://lumawealth.com/
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