SMART INVESTMENT STRATEGIES.
We ensure that a proper financial
foundation is built on wealth strategies.
CLICK HERE
WEALTH MANAGEMENT | ESTATE PLANNING | INVESTMENTS | RETIREMENT PLANNING
Start building today.
Accumulation, Distribution, Succession and Tax Strategies
LUNA WEALTH MANAGEMENT | 7887 E. BELLEVIEW AVE, SUITE 1100 | GREENWOOD VILLAGE, CO 80111 | 303.525.4434
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Luna Wealth Management and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.
About Luna Wealth Management and Our Mission.
With great power comes great responsibility, and at Luna Wealth Management we understand that our clients have asked us to give them direction and help them navigate their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. Our independence and objectivity allows us to provide our clients with unbiased strategic recommendations.
Please call if you would like more information about how you can have the retirement you have always dreamed of.
The only cost or obligation to you is a little bit of your time. We thank you in advance.
SCHEDULE A FREE CONSULTATION
www.lunawm.com | 303.525.4434
Clients across the country have engaged Russ to give direction and navigate their financial situation.
He has expertise in a number of areas. His strategies and methods are unique for sophisticated client’s individual situations.
• Business Owners need strategies specific to their business, innovative ways to retain employees, a solid plan for eventually selling the business, and a way to create even more wealth once they do.
• Accredited Investors have access to his Private Client group.
• Family Office clients utilize Russ as a trusted advisor who can complement each office’s strengths with innovative ideas.
• Non-Profits, Foundations, and Institutions work with Russ to help them expand donor gift size and impact.
SCHEDULE A FREE CONSULTATION
Our unique approach to your growth begins with
getting to know you and understanding your needs.
www.lunawm.com | 303.525.4434
Meet the president of our company, Russell Luna.
Russ is a credentialed advisor with over 35 years of practice. His company provides families and businesses with wealth management and portfolio management solutions. Russ utilizes robust economic and market research obtained from sources independent of any Wall Street firms or banks.
He makes all investment decisions including portfolio design and asset allocation. The focus is on building strategies in a way which will minimize the major risks that can jeopardize your plan. His philosophy is to protect clients’ assets while creating growth and long-term prosperity. He has access to many resources that benefit his clients and can respond to their needs.
Russ has spoken and presented to thousands of people locally and nationally. He has expertise in advanced planning techniques. He has contributed and written for U.S News and World Reports,
MSN Money Canada, Yahoo Finance – United States and Canada, Huff Post, Las Vegas Business Press, Las Vegas Review-Journal, The Street and Go BankingRates.
He serves on the board of the American Cancer Society.
CONTACT RUSS NOW
www.lunawm.com | 303.525.4434
Luna Wealth Management can assist you
in every aspect of your financial life.
Luna Wealth Management was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial consultation, contact us today.
Private Client Group Services
*Minimum net worth $1,000,000 investable assets
Everything that goes into your portfolio is firmly rooted in data, evidence and time-tested strategies. We provide exclusive, independent research
to pursue your investment goals.
What to Expect from Luna Wealth Management
• Personalized portfolio construction and a separately managed account
• A capital gains mitigation plan specific to you
• Asset allocation aligned with your personal needs
• Fixed income management customized to your tax bracket
• Access to one of our portfolio managers from the Investment Committee
• Regular review meetings with Russ Luna and a portfolio manager
Charitable Giving
Giving provides deep personal satisfaction and shares your values with your family for generations.
A giving plan strives to help you do three things:
• Align your giving with your values
• Have meaningful experiences through your giving
• Create lasting impact for your family and community
Every individual and family has unique philanthropic values and goals.
Call today to begin a conversation to determine your strategy.
Premium Financing
Premium financing is designed for HNW individuals. This arrangement is widely accepted by life insurance companies and is utilized by consumers with a minimum net worth (generally $5 million). Fortune 500 companies have used Premium Financing for decades to recruit, reward and retain their top executives.
Premium financing is an innovative financial strategy designed to help buy life insurance for personal, charitable, or business purposes, while leaving cash or other assets in place to be used in other ways. Insurance companies have developed specific products for those who want to finance their policies. Specially designed policies create efficiency with cash accumulation and distribution. Contact us for more information.
SCHEDULE A FREE CONSULTATION
www.lunawm.com | 303.525.4434
Contact us.
Contact us here anytime or feel free to give us a call. We look forward to getting to
know you and help you with proven methods and ideas now and into your financial future.
SEND US AN EMAIL
CLICK TO CALL
BOOK A ZOOM MEETING
VIEW LINKEDIN PROFILE
www.lunawm.com | 303.525.4434
LUNA WEALTH MANAGEMENT | 7887 E. BELLEVIEW AVE, SUITE 1100 | GREENWOOD VILLAGE, CO 80111 | 303.525.4434
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Luna Wealth Management and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.