EXPERTISE, A CUT ABOVE.
At LUX, we have carefully curated a team with diverse backgrounds and areas of expertise to serve our clients' complex and varying needs.
We work closely with you and serve as the highly coordinated hub for your team of tax, legal, and other financial professionals. We work together to coordinate all aspects of your family's wealth, investments, and philanthropic initiatives to ensure your goals align with your values and long-term objectives.
LUX Service Team
Sarah Koenig J.D., CLU®
Chief Operating Officer
CERTIFIED FINANCIAL PROFESSIONAL
The CFP® designation is a formal recognition of proficiency in various financial areas, including financial planning, taxes, insurance, estate planning, and retirement. It's one of the most challenging designations to achieve in the industry, requiring more than 6,000 hours of experience, 250 hours of study, and an average of 12-18 months to complete. Only 29% of financial advisors hold the CFP® designation.
CHARTERED FINANCIAL CONSULTANT
The ChFC certification is a distinguished qualification that equips professionals with comprehensive knowledge of the skills necessary to provide thorough financial planning services to clients. The certification process involves a total of eight courses covering all facets of financial planning, including financial planning, investing, retirement, and insurance.
RETIREMENT INCOME CERTIFIED PROFESSIONAL
The RICP certification is an official acknowledgement of specialized expertise in retirement income planning. Achieving this designation requires over 180 hours of study, three years of experience, and typically takes a year to complete. Only 7.5% of financial advisors possess the RICP® designation.
IN THE MEDIA
As a leader in wealth management, we are often tapped for our expertise by variousmedia sources. You may have seen us in the following: