The financial world can be a confusing, stressful place, but at Luna Wealth Management, Russ believes that true peace of mind comes from having trust in your plan. When he works with clients, his focus isn’t on peddling a product, or pushing a philosophy, but rather on how to best assess each unique situation and create a solution to solve each problem.
With a holistic approach to your financial story, Luna Wealth Management offers services in Asset Management, Inheritance Planning, Legal and Tax Servicing, Corporate Finance and Private Equity. Rather than having a siloed approach, with many different people and plans focused on each area, Russ is able to coordinate all of your financial needs and ensure your money is truly working in your best interest.
Russ focuses on helping people protect the money that they’ve earned. He designs a distribution and income plan to allow them to use that money for the rest of their lives; taking them into and through retirement, including estate and legacy planning considerations. When you work with Russ and his team, you can rest assured that no stone has been left unturned, and no question left unanswered.
Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Luna Wealth Management are independent of each other.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 7887 E Belleview Ave,
- Phone
- +1-888-575-5796
- rl****@****awm.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- lunawm.com
- Keywords
- Asset Management, Inheritance Planning, Legal Services and Taxes, Financial Planning, Retirement Planning, Personal Injury, Medicaid Planning, Premium Financing, Charities and Foundations Portfolio Management.
- HQ
- Greenwood Village, Colorado
Luna Wealth Management Questions
Luna Wealth Management's helpline number is +1-888-575-5796
Luna Wealth Management's website is lunawm.com
Luna Wealth Management's LinkedIn profile is https://www.linkedin.com/company/luna-wealth-management
Luna Wealth Management has
2 employees.
View email and phone details for 2
employees at Luna Wealth Management.
Luna Wealth Management's industry is
Financial Services
Luna Wealth Management's top competitors are
Realtyon,
Katyon Technologies Limited,
Reluna,
Luna Wealth,
Moonsquare,
Luna Wealth Asset Management Ltd,
M Melanides People Advisory,
Proper Property,
Medcon Construction Ltd,
Karantokis Group.
Luna Wealth Management's support email address is rluna@lunawm.com
Luna Wealth Management's categories are Financial Services
Luna Wealth Management's founding year is 2018
