Lumen Wealth Group

Lumen Wealth Group We are a wealth management team that focuses on financial planning, asset growth and hedging against How do you get it all under control?

We are a wealth management team that focuses on financial planning, asset growth and hedging against risks. Regardless of your stage in life, your income or your goals, you need a plan to help you accurately manage your finances. Short-term goals, long-term aspirations, daily expenses and insurance all come into play. At Lumen Wealth Group, through Raymond James, we offer investments, insurance an

d comprehensive financial planning. Whether you have one simple need or would like an overall evaluation, we can help. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lumen Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

NBC News reports that Iran launched rocket and drone attacks in the Persian Gulf, and the U.S. conducted self-defense st...
06/03/2026

NBC News reports that Iran launched rocket and drone attacks in the Persian Gulf, and the U.S. conducted self-defense strikes on Iran's Qeshm Island.

Equity futures point to a lower opening this morning.

Read more in the Morning Brew.

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Tech names are poised to extend recent gains, with a technology hardware company up big in premarket trading, being the ...
06/02/2026

Tech names are poised to extend recent gains, with a technology hardware company up big in premarket trading, being the latest AI-infrastructure name to rocket higher after a blowout earnings report.

Read more in the Morning Brew.

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We had such a fun time going on a hike in Malibu with some of our clients. The weather was absolutely perfect. Not a cl...
06/02/2026

We had such a fun time going on a hike in Malibu with some of our clients. The weather was absolutely perfect. Not a cloud in the sky!

Connecting with people beyond just the financial conversations is one of our favorite parts about the work that we do!

Equity futures point to a higher opening this morning as stocks look to add to their recent gains that saw the major ave...
06/01/2026

Equity futures point to a higher opening this morning as stocks look to add to their recent gains that saw the major averages close at record highs on Friday, marking the ninth consecutive winning week for the S&P 500.

Read more in the Morning Brew.

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Equity futures point to a higher opening this morning after the major averages secured a clean sweep of record closing h...
05/29/2026

Equity futures point to a higher opening this morning after the major averages secured a clean sweep of record closing highs in yesterday's action, with the S&P 500 and DJIA also notching record intraday highs.

Read more in the Morning Brew.

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Equity futures point to a modestly lower opening this morning as an escalation in hostilities between the U.S. and Iran ...
05/28/2026

Equity futures point to a modestly lower opening this morning as an escalation in hostilities between the U.S. and Iran sends oil prices higher.

Read more in the Morning Brew.

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Stocks were supported by lower oil prices and a rally across semiconductor names, with one member surpassing $1 trillion...
05/27/2026

Stocks were supported by lower oil prices and a rally across semiconductor names, with one member surpassing $1 trillion market capitalization after UBS raised its price target.

Read more in the Morning Brew.

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As we celebrate 5.29 aka College Savings Plan (529 Plan) Day in honor of our kids (pictured here) and all the kids out t...
05/27/2026

As we celebrate 5.29 aka College Savings Plan (529 Plan) Day in honor of our kids (pictured here) and all the kids out there, we reflect about the most common question that we get: "What if my child doesn't go to college?"

Here's the answer - If the beneficiary skips college, there are still highly flexible ways to use or move those 529 funds without penalty:
1. Rollover to a Roth IRA: Shift up to $35,000 of unused funds directly into a Roth IRA for the beneficiary.
2. Change the Beneficiary: Transfer the account to an eligible family member (siblings, parents, or even yourself).
3. Pay for Career Training: Use the funds for apprenticeships, trade schools, or certificate programs.
4. Withdraw Contributions: Pull out your original contributions tax- and penalty-free (only the earnings are taxed)
5. Keep it for your future grandkids.

Happy Birthday, Sarah! Here's to another year of laughs, adventures, and being effortlessly iconic. Hope your day is as ...
05/14/2026

Happy Birthday, Sarah! Here's to another year of laughs, adventures, and being effortlessly iconic. Hope your day is as fabulous as you are!

You bring sunshine, style, and sparkle everywhere you go. Keep shining, keep smiling, and keep being the absolute gem you are - your family (including your Lumen family), your friends and your clients treasure you.

Address

750 N. San Vicente Boulevard 800 West
Culver City, CA
90069

Telephone

+14243302323

Website

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