Luna Wealth Management
Since 1985 we began working with businesses and individuals in the areas of portfolio management, tax mitigation, and estate planning. We have helped clients who have endured personal injuries, children with special needs, divorce, executive planning, sale of businesses, Medicaid planning, probate, and estate distribution, charities and foundations. Our focus is on the comprehensive financial planning process to analyze all aspects of a client’s situation.
Luna Wealth Management has a small boutique feel and a culture that focuses on strong faith, families, and maintaining a close, personal relationship with clients. The firm’s competitive advantages include its experienced team of investment professionals, and a unifying investment philosophy. This investment philosophy — the tenets of which are risk control, consistency, market inefficiency, and specialization. This is complemented by a set of core business principles that articulate Luna Wealth Management’s commitment to excellence in investing, commonality of interests with clients and a collaborative and cooperative culture.
Luna Wealth in an independent private investment company. We provide a broad range of financial services and investment solutions to a substantial and diversified client base ensuring security and confidentiality is made a top priority.
Luna Wealth is a team composed of exceptionally professional individuals interested in establishing and sustaining a very long and healthy relationship with its Clients. We use our combined expertise and knowledge of our competent contacts to find a solution for even the most non-core requests with supreme effectiveness.
Strategic. Comprehensive. Tactical.
This site is designed to have the best educational content available for those who are interested in: asset protection, reducing income taxes, guaranteed return (accumulation value) annuities coupled with a guaranteed income for life, creating a tax-free retirement nest egg.
ABOUT RUSS LUNA ChFC, CLU, AEP, CDFA, CLTC
Russell Luna began his career in Colorado in 1985. working with businesses and individuals in the areas of portfolio management, tax mitigation and estate planning. Russ carries five (5) professional designations because he believes that his clients deserve to receive the highest level of expertise. He holds the designations of: Chartered Financial Consultant, Chartered Life Underwriter, Accredited Estate Planner, Certified Divorce Financial Analyst and Certified in Long Term Care. Additionally, he is an Investment Advisor Representative and Financial Fiduciary.
The focus of his practice is on building strategies with confident, integrity-filled decisions 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 unrivaled access to resources that are not widely available. This allows him to offer superior responsiveness to benefit his clients.
Clients that he has served have included special needs children, dementia, personal injury, divorce, inheritance, taxes of capital gains, social security, estate and income tax, Required Minimum Distributions (RMD), personal and business assets owned, charitable giving and succession plans. These are integral to the big financial picture. Russ makes sure that the financial plans correlate with these particular issues.
He also helps foundations and charitable organizations with tactical portfolio management as it pertains to growth and sustainable giving.
He serves on the boards of the American Cancer Society, Colorado Alzheimer’s Association and Denver Osteopathic Foundation.
Russ is very involved in his profession and the community. He is a member of the Colorado Bar Association – Trust and Estate, Family Law and Elder Law sections – Medicaid legislative subcommittee, National Association of Estate Planners and Councils, Denver Estate Planning Council, Estate Planning Council of Southeast Denver, Corporation for Long Term Care, Colorado Planned Giving Roundtable, American Cancer Society National Advisor Network, American Cancer Society Nationwide Gift Planning Advisor Council, Institute for Divorce Financial Analysts (former Chair), South-metro Chamber of Commerce and Association of Fundraising Professionals – Colorado Chapter.
Russ has contributed to 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.
7887 E. Belleview Ave., Suite 1100
Greenwood Village, CO 80111
Office (888)575-5796 ● Cell (303)525-4434 ● email@example.com