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Not Your Father’s Financial Firm
You Deserve More Than a Generic Financial Plan
You’ve built a life that doesn’t follow a script—your financial plan shouldn’t either.
At Lunea Wealth, we offer a different kind of guidance: one rooted in purpose, clarity, and deep respect for your lived experience. Whether you’re navigating a life transition, reclaiming your power, or ready to align your money with your goals, we’re here to walk with you—not talk at you.
This is planning that feels radically supportive. Fiercely strategic. And always grounded in you.
finances aligned with
you in mind
Not Your Father’s Financial Firm
You Deserve More Than a Generic Financial Plan
You’ve built a life that doesn’t follow a script—your financial plan shouldn’t either.
At Lunea Wealth, we offer a different kind of guidance: one rooted in purpose, clarity, and deep respect for your lived experience. Whether you’re navigating a life transition, reclaiming your power, or ready to align your money with your goals, we’re here to walk with you—not talk at you.
This is planning that feels radically supportive. Fiercely strategic. And always grounded in you.
finances aligned with
you in mind
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Financial Clarity for Life’s Big Transitions • Lunea Wealth MANAGEMENT• WE CAN'T WAIT TO MEET YOU •
meet the founder
After more than 8 years inside the traditional financial world, Alexandra (Lex) saw how often women and marginalized voices were ignored, dismissed, or handed one-size-fits-all advice. So she built what she wished existed: A wealth firm where intuition is respected. Where power is shared. Where planning doesn’t feel like pressure, but peace.
Lex’s approach combines deep financial expertise with genuine human connection—helping you move from confusion to clarity, shame to strength, and hesitation to aligned action.
we can't wait to connect with you!
lunea wealth is a proud member of these organizations:
Planning with Purpose. Strategy with Soul.
The Five Pillars of Lunea Wealth
We believe your finances should feel aligned, empowering, and crystal clear. That’s why we built our process around five guiding principles.
We start with your life goals and beyond, not with a sales pitch.
At Lunea, we believe your financial plan should be built around your life—not someone else’s agenda. That means no confusing jargon, no pressure to buy investment products, and no cookie-cutter templates. We listen first, then build a personalized strategy rooted in your goals, your story, and your version of success.Because your finances should support your real life—not just your retirement account.
We go beyond traditional wealth management to focus on the full picture: career changes, caregiving, family dynamics, personal evolution. Your money touches every part of your life—and your plan should reflect that. We help you prepare for what’s now and what’s next, so your wealth stays aligned with how you live, grow, and evolve.We simplify the complex so you can make decisions with confidence.
We know finance can feel overwhelming (and intentionally gatekept). That’s why we break it all down—step by step, side by side—so you can feel clear, informed, and in control. We’re not here to impress you with buzzwords. We’re here to help you understand your money and use it with intention.Your money should reflect what matters most—to you and to the world.
Whether you’re passionate about sustainability, equity, community, or building generational wealth, your financial plan should support the kind of impact you want to make. We help you invest, give, and plan in ways that honor your values—so your dollars work as hard for the world as they do for you.No more overwhelm. Just grounded guidance and actionable insight.
We replace confusion with transparency. Guesswork with strategy. Anxiety with empowerment. You’ll always know where you stand and where you’re going—because we don’t just hand you a plan, we walk beside you as it comes to life.
FINANCES ALIGNED • LUNEA WEALTH MANAGEMENT •
Support That Meets You Where You Are
No pressure. No pushy sales talk. Just space to explore what aligned financial support could look like in this season of your life.
Whether you’re navigating a big transition, laying the foundation for long-term goals, or simply craving clarity—you don’t have to figure it out alone. Lunea Wealth offers calm, thoughtful guidance rooted in strategy and care.