Scottsdale-based wealth management firm marks its first anniversary with a continued commitment to comprehensive financial planning and strategic investment management
SCOTTSDALE, Ariz., [September 2, 2026] – Luminescent Wealth Management, an independent wealth management firm serving individuals and families, today celebrates one year since opening its doors. Founded on a mission to do what’s right for clients, the firm has spent its first year building financial plans rooted in relationships, trust, and honest stewardship.
Luminescent was founded by Erin Itkoe, CPA/PFS™, CFP®, President and Wealth Advisor, and Trevor Scheid, CFP®, Vice President and Wealth Advisor. Together, Erin and Trevor bring more than 30 years of combined experience in financial planning and investment management to the firm.
“When we started Luminescent, we asked ourselves what it would look like to build a firm the right way, not the fastest way,” said Itkoe. “A year later, that answer hasn’t changed. Every plan we build starts with actually knowing the family or individual sitting across from us.”
Over the past year, Luminescent has worked with clients to navigate their financial futures through two core services: comprehensive financial planning and strategic investment management. The firm’s approach centers on staying closely connected to each client’s evolving goals, combining deliberate, personalized planning with disciplined investment strategies designed to help clients pursue both their near-term needs and long-term vision.
“Financial journeys are personal and dynamic. That’s true whether someone is planning for retirement, their children’s future, or simply the life they want to build,” said Scheid. “Our job is to walk alongside clients through all of it, and to be a steady, trusted resource as their plans evolve.”
As Luminescent enters its second year, the firm remains focused on the same principles that guided its founding: relationships, trust, and honest financial stewardship in every client interaction.
About Luminescent Wealth Management
Luminescent Wealth Management is an independent wealth management firm based in Scottsdale, Arizona, offering comprehensive financial planning and strategic investment management to individuals and families. Founded by Erin Itkoe, CPA/PFS™, CFP®, and Trevor Scheid, CFP®, the firm is committed to helping clients navigate their financial futures with confidence through personalized, values-based planning. For more information, visit lumiwm.com.
Additional information, including management fees and expenses, is provided on the firm’s Form ADV Part 2, available upon request or at the SEC’s Investment Adviser Public Disclosure website, adviserinfo.sec.gov. Past performance is not a guarantee of future results.
Media Contact
Luminescent Wealth Management 16427 North Scottsdale Road, Suite 410 Scottsdale, AZ 85254 (602) 838-8870 connect@lumiwm.com lumiwm.com