Glowing lights against sunset hills as a background for Lumitas Wealth Strategies' home page hero.

Money is a tool.

Use it to help build an inspired life—we’ll show you how.

A little intention goes a long way.

Identify your values, hopes, and concerns.

Prioritize your goals and create structures to pursue them.

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

Make decisions that serve your highest purpose.

Your advocates.

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

The leadership team of Lumitas Wealth Strategies -Justin Mishacoff, Joyce Murphy, Dana Schwinck, Mary Bolling and Jennifer Rath pose in a group portrait.
Sunset over a Minnesota lake, to illustrate the Lumitas financial advisors' call to become the master of your money.

Motivation and know-how.

Become the master of your money. We’ll guide you to your ‘how’ and ‘why’.

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