Luminate - Newsletter Issue No. 2 August 2024

BEHIND THE SCENES HIGHLIGHTS

New Video!

Check out our new video and discover why clients trust Luminate Wealth to Light the Path to their Greatest Life. Our mission is to partner with you to Plan Wisely so that you can Live Boldly. Luminate Wealth is dedicated to providing personalized financial strategies tailored to your unique goals. Whether you're planning for retirement, growing your investments, or securing your family's future, our expert guidance ensures you're always one step ahead.

OUR SPOTLIGHT RECIPIENT

Visit www.luminatewealth.com to watch our video and learn more about how we help others achieve financial success and how we can help you. We gladly offer a no cost 2nd opinion service.

Emily Bassin ’s New Arrival! We are thrilled to announce the arrival of baby Andrew, born on May 11th, to Emily Bassin’s family! This joyous addition has brought a wave of happiness and excitement to their family, and we couldn’t be happier for them. Congratulations to the proud parents as they embark on this wonderful new chapter!

OUR SPOTLIGHT RECIPIENT

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