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Individuals and Families

At Lumiere, our dedication lies in helping our clients unlock a future of financial prosperity and success. Through strategic efforts, we are committed to safeguarding and growing your wealth aligned to you and your loved ones’ values.

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What it’s Like Working with Us

We surround you with a dedicated team of advisors who will work with you to design, build, implement and monitor the plan that best meets your needs. Your client experience is further amplified though our best-in-class technology and access to a broad range of investment solutions. You will find out that our team is here to serve you at every stage of your life.” Then “Learn about the personalized experience you will get by working with us.

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