Luma Wealth Advisors, Author at ScoopCloud

CLEVELAND, Ohio /ScoopCloud/ -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

Council members, who are thought leaders in their respective industries, have been selected to provide their views and perspectives. They will meet quarterly to help the firm continue to enhance its offerings, improve its client service, and develop strategic partnerships.

In addition to Heather R. Ettinger, Founder and CEO of Luma Wealth, council members include:

* Cassidy Blackwell, Director of International Communications for Airbnb, is experienced in empowering women and underrepresented communities

* Dr. Nicola Finley, a board-certified internal medicine physician and lecturer, has a passion for women's health topics and health equity

* Kate Healy, NextGen Advocate, focuses on advocacy for sustainability issues facing the financial planning profession

* Jenn Kenning, CEO & Co-Founder of Align, has expertise in the impact sector

* Anne Richie, Managing Director at The Mezzanine Fund, has extensive experience helping companies grow

According to Kenneth J. Coleman, Luma Wealth's president, "This talented and diverse group shares Luma Wealth's vision for empowering women and can help guide our focus on women's overall wellness." Heather Ettinger adds, "I look forward to the dialogue we will share as we continue to implement Luma Wealth's mission across the country."

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit: https://www.lumawealth.com/.

About Hightower

Hightower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, Hightower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. For more information, visit https://hightoweradvisors.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

MULTIMEDIA:

*PHOTO link for media: https://www.Send2Press.com/300dpi/21-0517s2p-luma-council-300dpi.jpg

*PHOTO CAPTION: Top (L-R): Cassidy Blackwell, Dr. Nicola Finley, Kate Healy; Bottom (L-R): Jenn Kenning, Anne Richie

Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

Related link: http://lumawealth.com/

CLEVELAND, Ohio /ScoopCloud/ -- 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 kristen.lucas@lumawealth.com or call 866-995-6819.

Luma Wealth Advisors
1350 Euclid Avenue, Suite 400
Cleveland, OH 44115-1833
Web: http://lumawealth.com/

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.

Related link: http://lumawealth.com/

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