Tag Archives: Luma Wealth Advisors

Fairport Wealth Announces 2022 Community Beacon Recipient

CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

Beech Brook: Helping Families Thrive Since 1852

Beech Brook was founded 170 years ago after a cholera epidemic left many children homeless-and the non-profit continues to help children and their families thrive. Beech Brook's President and CEO, Thomas Royer says, "We're committed to delivering on our founders' mission for today's most vulnerable children and families, and for generations to come." Fairport's Managing Partner, Ken Coleman adds, "Our mission, like Beech Brook's, is to inspire families, and we are happy to be a part of their anniversary celebration." Throughout the year, Beech Brook will empower Fairport and Luma Wealth families by providing educational resources about mental health.

Fairport and Luma Wealth: Joining the Mission

CMO, Kristen Lucas says, "Fairport and Luma Wealth team members are eager to support Beech Brook's events throughout the year, including its spring fundraiser, 5k and Family Fun Run, and other volunteer opportunities. And our clients, who share our commitment to support the community, will be invited to join us!" Tom Seifert, an Advisor at Fairport and Luma Wealth, is an avid Beech Brook supporter and has provided leadership on the Board of Directors for over a decade.

About Fairport Wealth

Fairport Wealth provides comprehensive wealth management solutions for high-net-worth individuals and guides them through life's transitions. Clients value our depth of talent and experience, along with our collaborative and approachable style. For more information, visit https://fairportwealth.com/.

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families 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://lumawealth.com/.

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

More information: https://www.fairportwealth.com/index

Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook's mission.

Related link: https://www.fairportwealth.com/

Luma Wealth Has Formed an Advisory Council

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/

Fairport Wealth Announces 2021 Community Beacon Recipient

CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

Supporting the Harvest for Hunger Campaign

This year, the Food Bank is celebrating the 30th anniversary of its Harvest for Hunger relief campaign to help combat food insecurity. Fairport Wealth Managing Partner Heather R. Ettinger says, "We are proud to be a part of this effort because, at Fairport Wealth, we emphasize community. We believe it's important to help support those around us, and we're eager to help our neighbors get back on their feet."

Helping Families

Fairport Wealth's team members wholeheartedly agree on the value of assisting the Food Bank and community and look forward to being part of its Hunger for Harvest campaign. In addition to providing financial support, the firm will volunteer at the Food Bank's weekly distribution center, assist with a virtual Harvest for Hunger food drive, and raise money for the organization through events such as a virtual cooking class.

About Fairport Wealth

Fairport Wealth inspires families by providing comprehensive wealth management solutions to high-net-worth individuals and guides them through life's transitions. Clients value our depth of talent and experience, along with our collaborative and approachable style.

For more information, visit https://www.fairportwealth.com/.

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 and operates as a Registered Investment Advisor. For more information, visit https://www.hightoweradvisors.com/.

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

More information: https://www.fairportwealth.com/index

Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, "The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a hand to the Food Bank. Its mission closely aligns with our goal of helping families."

Related link: https://www.fairportwealth.com/

Fairport Wealth Announces 2020 Community Beacon Recipient

CLEVELAND, Ohio /ScoopCloud/ -- Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need. Its efforts help reduce chronic absenteeism and improve self-esteem, school attendance and graduation rates, and directly align with Fairport's mission to inspire families.

Terry Uhl, Executive Director of SC4K says, "We are thrilled to have a chance to be the next Fairport Community Beacon. We know the impact Fairport had at Merrick House, last year's Community Beacon, and we look forward to building upon that to continue to help the kids in Cleveland who need our help most."

How SC4K Helps Children Succeed

When students don't have access to the appropriate clothing or supplies necessary for school it's a barrier to attendance. SC4K wants to establish a community in which all children have access to the basic supplies they need to become engaged learners and succeed.

Fairport's Commitment to the Children

In addition to financial support, Fairport Wealth will team up to collect items to support SC4K programs, provide mentorship support and serve as title sponsor for their 50th Anniversary culmination celebration this year. Fairport team members will also volunteer onsite and conduct workshops to help empower teachers with the skills needed to teach students about financial responsibility.

"Fairport Wealth stands firmly committed to SC4K and we look forward to being a visible presence as the organization moves into its next 50 years," says Kristen Lucas, Fairport Wealth Chief Marketing Officer.

Past Fairport Community Beacon Recipients:
* Merrick House
* YWCA Greater Cleveland
* Cleveland Museum of Natural History
* The First Tee of Cleveland
* The Rock and Roll Hall of Fame and Museum
* The Cleveland Foundation
* Jewish Federation of Cleveland
* Cleveland Go Red for Women/American Heart Association
* Benjamin Rose Institute on Aging

About Fairport Wealth

Fairport Wealth inspires families by providing comprehensive wealth management solutions to high net worth individuals. Our team of credentialed professionals, including CPAs, CFP® certificants and CFA® charterholders have experience in guiding corporate executives, business owners and women of wealth. We help our clients with life's transitions including succession, retirement and liquidity planning, marital/partnership changes or loss of a spouse. Our clients value our depth of talent and experience, along with our collaborative and approachable style. For more information, visit https://www.fairportwealth.com/.

About Luma Wealth

Luma Wealth Advisors is a division of Fairport that provides women 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://www.hightoweradvisors.com/.

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

More information: https://www.fairportwealth.com/index

MEDIA ONLY CONTACT:
For more information, please contact
Kristen T. Lucas
Chief Marketing Officer
Fairport Wealth
kristen.lucas@fairportwealth.com
216-431-3000

Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.

Related link: https://www.fairportwealth.com/

Introducing Luma Wealth Advisors – Understanding Women’s Wealth Needs

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/