Lumitas Wealth Strategies | Financial Advisors in Woodbury, MN

A little intention goes a long way.

Identify your values, hopes and concerns.

Prioritize your goals and create structures to achieve them.

See all your possibilities, even ones you’ve never thought of.

Make decisions that serve your highest purpose.

How We Do It

Financial Solutions Tailored to You

Here are just a couple of areas of experience that help us tailor financial strategies to fit your needs.
Visit our Services page to see what else we can do for you and your family.

Financial Planning

Look at every part of your financial life and make a holistic plan that serves your needs.

Retirement

Manage your assets the right way for you during this important transition.

Investment Management

Make sure your portfolio reflects your goals and sit back while we manage it.

Gifting & Legacy

Find strategies that allow you to share your wealth with your loved ones.

See what planning can do for you.

Your advocates.

We embrace your life, work tirelessly until the job is done, and above all, we’re so grateful to serve.

Our Team

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, FL, IA, ID, IL, IN, KS, LA, MN, MO, MT, NM, NV, OR, PA, SC, SD, TX, UT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Lumitas Wealth Strategies | Financial Advisors in Woodbury, MN

Money is a tool.

A little intention goes a long way.

Identify your values, hopes and concerns.

Prioritize your goals and create structures to achieve them.

See all your possibilities, even ones you’ve never thought of.

Make decisions that serve your highest purpose.

Financial Solutions Tailored to You

Financial Planning

Retirement

Investment Management

Gifting & Legacy

Your advocates.

Dana Pollard, CFP^®

Justin Mishacoff

Colleen Hartmon Bollom, CFP^®

Linda Harmon, CFP^®

Joyce Murphy

Jennifer Rath

Motivation and know-how.