Broker Check

 Luminous Wealth | Our ApproachEight Aspects of Holistic Wealth®

Eight Aspects of Holistic Wealth is a comprehensive approach to well-being that extends beyond material possessions. Inspired by the Blue Zone theory and encompassing eight key categories:

Mindfulness | Physical Health | Clean Diet | Social Interactions | Self-Care | Spirituality | Home Aesthetics | Finances

    

How can you live confidently in an uncertain world? At Luminous Wealth, we’re here to help you explore and discover your own answer to this question. By reflecting on these key aspects, you can pinpoint areas where you may want to direct your focus and set meaningful goals for growth. Remember, holistic wealth is about achieving balance and well-being across all areas of your life.

Mindfulness

We believe self-awareness and mental control are essential to creating success in life. Mindfulness practices can lead to a better understanding of oneself and their behaviors, helping individuals recognize unconscious patterns and make more informed decisions.

Learn more

Physical Activity

Physical Health creates a powerful connection between the mind and body, enhancing mental acuity and protecting against stillness. Each workout unleashes your inner strength and vitality, providing the energy to tackle daily challenges. Embrace the enchantment of movement and experience the world of wellness and wonder.

Learn more

Clean Diet

A clean diet is crucial for optimal health and nutrition, promoting longevity and preventing chronic noncommunicable diseases. Consuming healthy farm-to-table food is essential to maintaining a healthy body and a sharp mind.

Learn more

Social Interactions

Scientific research suggests that social interactions can improve physical and mental well-being by reducing stress, improving sleep, and enhancing overall well-being, ultimately leading to a better quality of life..

Learn more

Enhanced Spiritual Growth

Allocating time for spiritual practices like prayer, meditation, or even short periods of quiet reflection grants us fresh insights and a deeper understanding of our lives. This practice fosters a transformation in how we perceive ourselves and the world, leading to greater awareness and a compassionate perspective towards life.

Learn more

Self-Care
 

Nurturing ourselves with massages, salt baths, facials, or solo trips in nature is vital to achieving self-love and is required in order for us to care for others. 

Self-care involves allocating time to activities that restore you spiritually, emotionally, and mentally. The key here is to engage in self-nurturing activities that recharge you at your core.

Learn more

Home Aesthetics

Home aesthetics revolve around thoughtfully curating your home decor to showcase your personal style while elevating the energy in your space. This not only enhances the livability and appeal of your space but contributes to its calming ambiance and rejuvenating qualities.

Learn more

Finances

Our core financial planning services cover investment management, insurance analysis, estate and charitable planning, tax planning, and retirement planning. We enter the process with trained awareness to create longevity and the best possible outcome for our client's lifetime success.

Learn more

Meet our dedicated team of in-house Advisors and Coaches, ready to assist you in exploring the eight essential aspects of creating Holistic Wealth.

Our Team

Tim Baker

Tim ”Jai” Baker, CIMA® GFS® CPWA®

Wealth Curator | Author

561.919.4808

Tim@luminouswealth.com

With a blessed, four-decade career, Tim 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...
Read more
Angel Latterell, J.D.

Angel Latterell, J.D.

Attorney

angel@latterelllaw.com

Angel Latterell is a trusted advisor who takes a holistic, humanistic approach to estate planning that not only ensures your loved ones receive the security they need when you are no longer here, but also serves your life’s purpose and...

Read more
Billy Robinson, J.D., CPA,

Billy Robinson, J.D., CPA,

Tax Advisor

561.406.3480

billy@johnwboyercpa.com

Angela has worked as a tax professional for 10 years specializing in high net-worth individuals, Partnerships, S Corporations and C Corporations tax filings. She has worked in major nation-wide tax firms throughout her career and is...

Read more
Jen Nolan BS, MS, ONC, TAP

Jen Nolan BS, MS, ONC, TAP

Holistic Nutrition Advisor

720-295-1759

info@remissionnutrition.com

Jen Nolan is a holistic nutrition consultant who takes a terrain-based, metabolic approachto helping individuals elevate their health, restore balance, and build lasting vitality. Withover two decades of experience in both clinical and...

Read more
Laura Reese

Laura Reese

Spiritual Guide | Holistic Home Stylist | Lifestyle Advisor

256.631.8923

glassrootsenergetics@gmail.com

Laura Reese is an experienced Spiritual Guide and Lifestyle Advisor who offers transformative teachings and practical tools designed to help individuals unlock their higher purpose and realize their fullest potential.

Read more
Janet Edwards

Janet Edwards

Global Real Estate Advisor

561.510.5231

jedwards@onesothebysrealty.com

As a realtor with Sotheby’s International Realty, I am passionate about both health and wellness, and I apply the same dedication to fitness as I do to serving my clients. I believe in fostering strong relationships and providing...
Read more
Suzanne Qualia

Suzanne Qualia

Holistic Wealth Team Liaison & Mindfulness Coach

608.354.5392

Suzanne@qualia-inc.com

Consciousness Coach Suzanne believes that elevated consciousness—knowing oneself and enabling greater conscious choice—is the key to success in all areas of life. Through a coaching approach that includes asking thought-provoking...

Read more
Terry Umarally

Terry Umarally

Movement Specialist & Holistic Fitness Coach

umamovement@gmail.com

Meet Terry Umarally – Movement Specialist & Holistic Fitness Coach With 25 years of experience in health and fitness, Terry Umarally is a movement specialist dedicated to helping individuals move better, feel stronger, and live with...

Read more
Danielle Francine

Danielle Francine

Strength Building & Weight-loss Advisor

goddessawakened2244@gmail.com

Danielle is a Body Transformation Expert with over 17 years of experience in the Health, Fitness, and Nutrition industry. Her journey began in fitness, where she earned 12 specialty certifications and owned a CrossFit gym. This...
Read more
Edith Vincent

Edith Vincent

Certified Hypnotherapist | Reiki Level 2 Practitioner

info@edithvincenthypno.com

Edith Vincent is a certified Hypnotherapist with 1250 hours of rigorous training in therapeutic and medical hypnosis, she guides clients on their journeys of self-discovery and healing. Drawing on her five years of experience in law...

Read more
Jeff Garinger

Jeff Garinger

Wealth Curator

609.751.6413

Jeff@luminouswealth.com

Jeff Garinger is a seasoned wealth curator renowned for his thoughtful, client-centered approach to financial planning and investment strategy. A graduate of the University of Vermont (Class of 2016) and a former member of the men’s...
Read more
Troy Maleyko

Troy Maleyko

Luxury Commercial Real Estate Advisor

561-831-8202

tmaleyko@ipre.com

Troy Maleyko is a Commercial Real Estate Advisor who approaches real estate as a relationship-driven, long-term partnership rather than a one-time transaction. Originally from Canada and now based in Jupiter, Florida, Troy works...
Read more

Get Started Uncover 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.

Take Assessment