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What We Do Nurturing Your Holistic Well-Being

While wealth management is a crucial aspect of financial planning, it is not the only one. Life Coaching helps individuals to find a balance between their personal and professional goals, and to develop a clear vision of what they want to achieve. By combining these two strategies, we can create a comprehensive plan that not only helps our clients to achieve financial success but also to live a purposeful and fulfilling life.

Wealth Management

Our approach to wealth management and life coaching is unique, as we believe that true success is not just about accumulating wealth, but also about creating a life that aligns with one's values and contributes to life in a positive way. Our team of experts works closely with our clients to understand their needs and goals, and to develop a customized plan that addresses their specific situation. We believe in taking a holistic approach to wealth building and managing.

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Our History

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Life Coaching

In short, we believe that wealth management plus life coaching creates Life Mastery. By helping our clients to achieve financial sustainability, while also finding balance in their personal and professional lives, we can help them to live the abundant and purposeful life they truly desire.

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“Our mission is to redefine wealth management through a collaborative and integrative approach that addresses every aspect of our clients' lives. We are dedicated to understanding each individual unique behavioral style and needs, ensuring that our guidance is personalized and meaningful. With our multidisciplinary team of advisors, we strive to create a supportive wealth sanctuary where clients can feel empowered to make conscious decisions, set inspired intentions, and shape a joyful path that reflects their true essence. We focus on building an inner world of security that positively influences their outer realities, allowing them to thrive amidst all external circumstances."


How We Empower Your Financial Future Cultivate Confidence with a Mindfully Integrated Financial Plan

Investment Management

Anchored in Evidence-Based Investing, we prioritize rigorous research and empirical data to guide our decisions, ensuring our global strategies rely on proven methodologies rather than speculation, enabling informed choices aligned with achieving lifetime goals and desires.

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Risk Management

Our expert team evaluates and recommends comprehensive insurance strategies, covering life, disability, long-term care, and property casualty. Using advanced modeling and industry insights, we create a robust risk mitigation framework that protects your family and enhances your financial resilience.

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Tax Planning

Our proactive and comprehensive approach considers a wide array of strategies, encompassing income tax optimization, marginal rate management, portfolio structuring, retirement planning, and charitable giving. We meticulously evaluate each element of your financial plan to maximize tax efficiency and overall wealth growth.

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Estate/Charitable Planning

We craft sophisticated estate strategies and philanthropic plans tailored to your family's legacy goals. Our integrated approach optimizes wealth transfer, minimizes tax implications, and maximizes charitable impact. We align your estate and giving plans with your overall financial strategy for enduring generational success.

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Creating Internal and External Wealth:

The Eight Aspects to Holistic Wealth at Luminous Wealth

By integrating these eight arenas into our lives, we will experience a balanced and fulfilling life and ultimately achieve internal and external wealth.

By integrating these eight arenas into our lives, we will experience a balanced and fulfilling life and ultimately achieve internal and external wealth.

Get Started With Our Easy Process

Step 1 Discover Yourself


Part A: Schedule Introductory Call


Part B:

  • Complete Self Discovery Assessment
  • Complete Genogram
  • Compile Necessary Documents for Review with Advisors
  • Schedule Followup Discovery Call

Step 2 Chart the Course

  • Our expert coaches will collaborate to create a ideal course of action to enhance and ensure the longevity overall wealth.
  • You’ll be invited to meet with our Luminous Wealth Advisors to review your personalized plan, either in person or virtually. Our team will work with you to make any necessary adjustments you wish to make.

Step 3 Create Prosperity

  • With a clear course of action laid out before you - it is time to take action to master your internal and external wealth.
  • Through this journey, we will always be a phone call or email away. We believe in providing customized support.

About Us Forging A
Path Together.

With a blessed, four-decade career, Tim "Jai" Baker has expertly overseen the financial affairs of esteemed individuals, from presidents to top executives in various fields. His pioneering philosophy merges wealth management with personal well-being, fostering lifelong relationships. Tim's holistic approach involves a centralized team of multi-disciplinary advisors dedicated to realizing the mission statement of the families they serve.

Envisioning a transformative company, Tim seeks to guide consumers toward embracing their higher selves through conscious choices, illuminating a path to a radiant life. His vision is to discard obsolete environmental histories, replacing them with conscious software that propels us toward an authentic, inspiring, and boundless destiny.

                                                                   

New Book Embark on Your Prosperity Journey with 'The Awakened Investor' Book"

Dive into the transformative pages of The Awakened Investor, where the author and our co-founder, Tim "Jai" Baker, unravel the intricate dance between humanity and money. With a wealth of global experience, the author sheds light on the profound impact of personal agency in rewriting financial destinies. As you explore the illuminating journey of conscious awakening and discernment, you'll discover invaluable insights for navigating market fluctuations and embracing prosperity. This book is your passport to a realm of financial and spiritual abundance. Don't miss the opportunity to redefine your wealth journey and embrace a life of fulfillment. Secure your copy now and step into a world where prosperity meets enlightened existence. Act today and elevate your financial consciousness!

Get StartedUncover Your Financial Future through Self-Discovery

Your financial journey starts with knowing yourself. Unlock the secrets of your DNA to reveal your unique strengths and talents. This self-awareness empowers you to set goals that resonate with your core being, leading to a fulfilling life aligned with your aspirations. Let your DNA guide you towards financial decisions that reflect your values and fuel your personal growth. Discover the power of knowing yourself and unlock your true financial potential.

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