About Us


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At Luminate Financial Services, we’re listening. We know you want:

  • Top quality service — We promise the utmost in diligence, ethics and confidentiality at all times.
  • Prompt attention to your needs — We’ll return your calls, emails and other contacts as quickly as possible!
  • Timely response to your wealth care issues — You’ll have regular and frequent reviews of your portfolio by our experts.

  • Information of value — We’ll make regular and consistent contacts through email alerts, a newsletter, educational seminars, and more; all with information you can use.
  • Fair and reasonable fees — You’ll receive a full explanation in advance, of how fees are calculated and invoiced.
  • To know your advisors will be there for you — We offer lifetime care for your wealth design needs.

The Core Team


Our Partners

  • Shane Johnston
  • Judith Seid, CFP™