A registered investment adviser, Luminary Capital, LLC, provides comprehensive financial planning and tax-efficient investment strategies, utilizing traditional stocks and exchange traded funds (stocks, bonds, commodities, and more) to help families reach their individual goals, primarily on a fee basis. A fee-based platform avoids possible conflicts of interest and enables us to align our expertise with your success. Additionally, we use alternative investment vehicles, insurance products, and liability management services to address risk, estate issues, and debt management. In essence, Luminary Capital strives to act as your family's Chief Financial Officer.
The size of the practice is limited to 50 families to ensure the highest quality of service.
Our office is open Monday‒Friday, 8 a.m. to 5 p.m. Consultations outside of normal business hours, as well as house calls, may be arranged.
Call or email me today.
Matthew C. Fitzgerald
President and Chief Investment Officer