Fiduciary Wealth Management · New York City

Securing a
brighter
financial future.^™

Lumiere Financial is an independent, fiduciary wealth management firm. We help individuals, families, and institutions protect what they have built — and grow what comes next.

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SEC-Registered · Custodied at Charles Schwab · No commissions on advisory accounts

Independent

Not owned by a bank, insurer, or product manufacturer

Fiduciary

Legally bound to act in your best interest, always

Global

Serving clients across the United States and abroad from our New York City office

Who We Serve

Built around the
people we work with.

Every client brings a different set of circumstances. We take the time to understand yours before recommending anything.

01Individuals & Families 02Business Owners 03Physicians & Medical Professionals 04Attorneys & Law Partners 05Corporate Executives 06Women & Wealth 07Institutions & Foundations 08Pre-Retirees & Retirees 09Athletes & Entertainers 10Professional Partners

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Services

Advice that covers
the full picture.

Planning, investing, protecting, and preserving — each connected to your overall financial plan.

01Investment Management

02Financial Planning

03Wealth Preservation & Tax Planning

04Retirement Plans

05Estate Planning

06Insurance & Risk Management

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Our Approach

Simple process.
Serious results.

The best financial advice starts with listening. Every recommendation is grounded in your specific circumstances.

Listen

We learn about your goals, concerns, family, and the decisions that matter most right now.

Plan

We build a financial plan that connects investments, taxes, insurance, and estate strategy into one clear picture.

Implement

Portfolio construction, account setup, beneficiary updates, and insurance placement. Executed with precision.

Monitor

Markets change. Life changes. We review and adjust proactively so you are never caught off guard.

Our Values

What we
stand for.

These are not aspirations. They are commitments we hold ourselves to every day, with every client.

Transparency

We believe you should understand every decision we make on your behalf. Clear fee structures, open communication, honest conversations when markets are difficult.

II.

Fiduciary First

We are legally and ethically bound to act in your best interest. No commissions on advisory accounts. No proprietary products. Ever.

III.

Independence

We are not owned by a bank, insurance company, or product manufacturer. Our advice is never influenced by a parent company. We work for you and only you.

IV.

Continuous Improvement

We built our own technology platform because we refused to accept the industry standard. We constantly refine our processes, tools, and thinking.

Our Team