Financial Planning For a Pet’s Future Care

Originally published in the Journal of Accountancy 9/8/25 At Luminescent Wealth Management, we believe true financial stewardship means caring for every part of a family’s legacy, human, philanthropic, and even four-legged. In this Journal of Accountancy feature, Erin Itkoe, CPA/PFS, CFP®, shares insight on how thoughtful estate planning extends beyond traditional considerations to include provisions […]
Announcing the Launch of Luminescent Wealth Management

We officially launched Luminescent on September 1, 2025, which marked a major milestone in our professional journey, as well as a reaffirmation of our values.