Lumen Wealth Management

Welcome to Lumen Wealth Management! We are an independent financial firm that has been helping individuals and businesses establish and maintain their long-term financial goals since 2001. If you’re a current client, you’ll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!). At Lumen Wealth Management, we not only have the knowledge and experience to help you pursue your financial goals, but we also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease. Our Services Overview Partner with an expert No matter your level of wealth, working with us can help you pursue your goals. Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation: how to target asset growth Retirement planning: how to target distribution of your assets in a tax-advantaged way Estate planning: how to preserve your assets Risk management: how to protect your assets Business planning: how to grow and manage your business Taxation: how to minimize your tax burden Create a comprehensive plan By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future. Support your financial goals Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.

Address: 55 Walkers Brook Drive, Suite 301 Reading, MA 01867, USA

Phone: +1 781 247 5918
FAX: +1 781 998 0705