Personalized Wealth Management

Navigating Your Financial Journey from IPOs to Impact

Our Services

Financial Planning

Your life, your goals, your plan

At Lumora, we recognize that significant financial milestones—such as an IPO, acquisition, or substantial bonus—require a comprehensive approach to ensure your wealth aligns seamlessly with your life goals. Our Financial Planning services are designed to provide a holistic roadmap that encompasses every critical aspect of your financial journey, from managing sudden windfalls to securing your legacy.

Included Services:

  • Diversification Strategies: Personalized plans to mitigate risk from concentrated positions.

  • Tax-Efficient Windfall Management: Strategies to optimize tax outcomes for sudden financial gains and stock options.

  • Retirement and Legacy Planning: Comprehensive plans focusing on tax optimization and wealth preservation.

  • Risk Management Assessments: Evaluations to address insurance needs and safeguard against unforeseen events.

  • Scenario Analysis: In-depth analyses to ensure resilience against market fluctuations.

Portfolio Management

Bond Strategies for Stability and Liquidity

Our portfolio management approach is designed to offer resilient fixed-income portfolios tailored to your financial goals. We specialize in trading Treasuries, corporate bonds, and municipal securities, ensuring a well-diversified strategy. Additionally, we can incorporate impact factors and sector preferences that align with your values and professional interests.

Included Services:

  • Customized Bond Portfolio Construction – Thoughtfully designed fixed-income strategies tailored to your objectives.

    Ongoing Rebalancing & Performance Monitoring – Proactive adjustments to maintain optimal growth and stability.

  • Sector-Based Impact Analysis – Align investments with industries and causes of your choosing.

Why Work with Lumora Wealth?

Expertise That’s Tailored to You:

With over a decade in institutional investment research and sustainable investing, Lumora Wealth knows how to navigate complex financial landscapes with precision.

Values-Driven Financial Planning:

We bring a passion for sustainable investing, helping you align your wealth with a future you believe in.

Boston-Based with Industry Insights:

Specializing in life sciences and impact investing in the heart of Middlesex County, we’re uniquely positioned to understand your world.

Our Fees & Pricing

At Lumora Wealth, we believe in transparent and straightforward pricing. Our fee structure is designed to align with your financial goals, ensuring unbiased, high-quality financial advice without hidden costs or commissions. Fees may be negotiable depending on the scope and complexity of services. Below is an overview of our pricing structure.