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We’re Excited for You
We are good listeners and we’re a friendly, down-to-earth team of professionals that can help keep you on an even keel in pursuit of your objectives. We know investing is emotional and we’re as excited about your dreams as you are. That’s why we take the time to understand you, your situation, and the goals you want to achieve.
Our Story
Planning for the Future
Just out of college, Gino Molettieri opened a successful small business.
When he was approached with an offer to buy his business, Gino determined he wanted to find a way that he could help other people build their own financial dreams. That’s when he decided to become a financial advisor.
Our History
Gino learned about financial planning by working with some of the largest firms in the financial services industry. Ever the entrepreneur, he decided to form Lumen Wealth Management in 2014 to offer clients personalized and comprehensive guidance backed by integrity and trust. Lumen affiliates with Commonwealth Financial Network®, which provides business solutions and support to a nationwide network of financial advisors.
Lumen Wealth Management helps their clients plan for a more prosperous future.
Our BELIEFS
You Matter
We believe that it’s important to treat our clients the way we would like to be treated. We know how hard you’ve worked to get where you are, and we want to help you get to the next level.
You Are an Individual
We understand that you are a person, not a portfolio balance. That’s why we strive to get to know you and your goals as a person and a friend.
You Are Powerful
Knowledge is power, and we want our clients to feel empowered. We give you the education you need to make more informed financial decisions.
You Are Prudent
We seek to be good stewards of your assets. We follow prudent financial principles and treat your money responsibly and with the utmost care.
