Luna Wealth Management
can assist you in every aspect
our your financial life.
SCHEDULE A FREE CONSULTATION
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.
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
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
LUNA WEALTH MANAGEMENT
7887 EAST BELLEVIEW AVE., STE. 1100
GREENWOOD VILLAGE, CO 80111
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.