TO YOUR GREATEST LIFE
Plan Wisely, Live Boldly
Having a sound financial plan isn’t about being able to sit back and sigh in relief. It’s about gaining the confidence and resources you need to live your life like never before. It’s about tackling your goals and pursuing your dreams because you can finally see the path in front of you. Luminate Wealth Management & Insurance Services is a premier financial planning practice, built on a foundation of intellectual excellence and an unmatched client experience. Our mission is to help you and your family plan wisely so you can live boldly- now and for generations to come.
We have one of the best teams around
Forbes has recognized Brett Bissell as a Best In State Wealth Advisor and both Brett and Scott Gadja as a Best in State Top Financial Security Professionals. Many thanks to our hardworking team, amazing clients, and to our partnership with Northwestern Mutual. This would not have been possible without you.
Forbes Best-In-State Wealth Management Teams (January 2024), Research & ranking provided by SHOOK® Research, LLC – Data as of 3/31/2023.
Forbes "Best-in-State Wealth Advisors" list (April 2023), research and ranking provided by Shook Research, LLC. Based upon data as of 6/30/2022.
Forbes Best-in-State Top Financial Security Professionals list (July 2023), research and ranking provided by Shook Research, LLC. Based upon data as of 12/31/2022. Forbes Best-in-State Top Financial Security Professionals list (July 2022), based upon data as of december 31st of the preceding year. Research and ranking provided by Shook Research. Rankings and recognitions are no guarantee of future investment success.