LIGHTING THE WAY 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.