Illuminating the Path Forward
On September 1, 2025, we officially launched Luminescent Wealth Management, a milestone that marks not only a new chapter in our professional journey, but a reaffirmation of the values that have guided us from the start.
Founded by Erin Itkoe, CPA/PFS™, CFP® and Trevor Scheid, CFP®, Luminescent Wealth was created with a simple purpose: to do what is right for each client. Every decision, every conversation, and every plan begins with that commitment. We’re honored to bring this mission to life every day as we help clients find clarity, confidence, and connection in their financial lives.
At Luminescent Wealth, we take the time to see your full financial picture, investments, taxes, estate considerations, charitable goals, and the deeply personal choices that define your life. We build long-term relationships grounded in transparency and trust, because meaningful advice starts with genuinely understanding the client behind the portfolio..
We believe that real wealth management means walking alongside you, through transitions, milestones, and decisions that shape your future. Our boutique model allows us to stay fully present, responsive, and aligned with your best interests.
Our Purpose
To illuminate your financial path with clarity and confidence, empowering you to make informed decisions that reflect your goals, values, and legacy.
Our Approach
- Comprehensive Planning: Integrating every aspect of your financial life, investments, cash flow, risk management, estate, and legacy planning.
- Disciplined Investment Management: Cost-efficient, tax-aware, and designed to help protect and grow wealth over time.
- Personal Connection: Continuous guidance from advisors who know your story and are committed to your success.
Who We Serve
We work with individuals, families, and fiduciaries who value depth over volume and collaboration over transactions, including:
- Individuals and couples at any stage of retirement planning
- Families building multi-generational plans
- Widows, widowers, and divorcees navigating new chapters
- Professionals seeking a dedicated financial partner
- Trustees managing assets with fiduciary responsibility
A Boutique Firm with a Bigger Purpose
At Luminescent Wealth Management, we believe that doing what’s right for each client means thoughtful planning, steady guidance, and human connection.
Luminescent Wealth. Your Path. Illuminated.
Disclosures:
This presentation is not an offer or a solicitation to buy or sell securities. The information contained in this presentation has been compiled from third-party sources and is believed to be reliable; however, its accuracy is not guaranteed and should not be relied upon in any way whatsoever. This presentation may not be construed as investment, tax or legal advice and does not give investment recommendations. Any opinion included in this report constitutes our judgment as of the date of this report and is subject to change without notice.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Adviser Public Disclosure website, www.adviserinfo.sec.gov. Past performance is not a guarantee of future results.