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Wealth Management

Illuminate your Financial Path to Success

LUMINA

Financial

Lumina Financial is a member of the TMG Business Solutions Group. The mission of the business solutions group is to help its clients build, grow, and preserve the wealth of their business in order to achieve the entrepreneurial dream. 

Lumina Financial shines a light for business owners to achieve their financial goals and see them thrive as an entrepreneur.  Lumina provides wealth management, insurance benefits and business consulting services to more than nine thousand clients of the business solutions group. The mission of Lumina is to grow and preserve the wealth of their business clients.

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More than just a numbers game, we believe each individual deserves to make the most of their wealth and secure their financial future. 

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Lumina Financial Solutions

At Lumina, we prioritize the unique characteristics of strategy and relationship-building.

We see your financial goals come to life by leveraging more than 30 years of experience in the industry and find cutting-edge approaches to see you reach your desired outcomes. Though there are financial hurdles along the way, Lumina brings clarity, freedom, and sustainable success, enabling you to unlock your passion and align it with opportunities that elevate your financial impact both personally and professionally. 

Wealth Management

Through our team of licensed professionals, our wealth management group provides financial planning, investment management and estate planning to help our clients grow and preserve the wealth of their business and achieve their long-term objectives.

Insurance Benefits

Through our team of license professionals, our Insurance Benefits Group helps our clients navigate the complex waters of the group insurance landscape. We know that providing the best quality health care plans are key to attracting and retaining quality employees. Our team specializes in insuring our clients success.

Business Consulting

Through our team of successful business owners and operators who have more than 50-years of business success across multiple industries. The Business Consulting Group focuses on helping clients achieve optimal levels of growth while maintaining long-term sustainability. 

LOREM IPSUM

Wealth Management Solutions

SFS provides Wealth Management solutions through its sister company, Lumina Wealth Management (a TMG Company).

Lumina Wealth Management seeks to support, guide, and bring solutions to business owners from a holistic perspective with regard to personal and professional financial planning and wealth management. This is accomplished through the following services and solutions:

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LOREM IPSUM

Wealth Management Solutions

SFS provides Wealth Management solutions through its sister company, Lumina Wealth Management (a TMG Company).

Lumina Wealth Management seeks to support, guide, and bring solutions to business owners from a holistic perspective with regard to personal and professional financial planning and wealth management. This is accomplished through the following services and solutions:

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LOREM IPSUM

Wealth Management Solutions

SFS provides Wealth Management solutions through its sister company, Lumina Wealth Management (a TMG Company).

Lumina Wealth Management seeks to support, guide, and bring solutions to business owners from a holistic perspective with regard to personal and professional financial planning and wealth management. This is accomplished through the following services and solutions:

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TEAM

OUR

Combined, we have over 50-years of experience!

Our approach is coupled by top-level professionals who know the space well and can assist with any questions you have.

Canton Ohio

4580 Stephens Circle NW

Suite 201, Canton, OH, 44718

330-765-0565

REACH US AT

The TMG Business Solutions Group history dates back to our original insurance business that we started over 25 years ago. The current group represents three main areas (tax, wealth and power), and interestingly enough, we took the knowledge and innovative lessons learned over the past 25 years when operating these businesses and tailored it to one cohesive and world-class approach. To learn more about The Mintz Group, click here

 

The mission of the TMG Business Solutions group is to build, grow and preserve the wealth of our clients in order to achieve the entrepreneurial dream. Currently, our Business Solutions Group is represented by the following companies.

TMG Business Solutions Group

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The Mintz Group
The Mintz Group

The Mintz Group is a leading private investment and management services company that has has  generated over $9 billion in sales, across more than 5 industries. The Business Solutions Group is one of our main verticals  and provides innovative solutions across a variety of industries.

Lifestyle
Shepherd Tax Solutions
Shepherd Tax Solutions

Shepherd Tax Solutions helps build the wealth of our clients through access to tax credits, incentives, and rebates that allow them to achieve their desired outcomes. We are your constant life-line and guide along the way and would love to connect with you today.

Lifestyle
Shepherd Power Solutions
Shepherd Power Solutions

Shepherd Power Solutions, provides innovative energy solutions through our strategic partners that help our clients build, grow and preserve the wealth of their business and achieve their entrepreneurial dream. 

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Damon Mintz

Founder & CEO | Lumina Financial

As Founder and CEO of Lumina Financial, Damon is responsible for the vision, direction and optimization of Lumina as a whole. Pulling from over 25 years of real-world, entrepreneurial knowledge, Damon knows the market and seeks to pass along the wisdom to all we work with.

Damon is a relentless champion of the business owner and entrepreneur as he's worked his entire career to make sure others don’t give up on one of the greatest freedom’s we have: owning and operating a successful business. 

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Jacqui Oprean

CEO | Lumina Wealth Management

Jacqui, CEO of Lumina Wealth does what Jacqui does best: get to work every single day, never giving up and finding real solutions for her clients. If more research or understanding is needed, Jacqui always goes the extra mile. 

 

She’s worked for some of the top firms in the country: Morgan Stanley, Edward Jones, and all the while, injecting real-world experience into every principle. She earned her MBA from Walsh University and is a Certified Exit Planning Analyst.

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Chris Sterious 

President | Lumina Benefits Group

Chris J Sterious is the President of Lumina Benefits, bringing over 25 years of experience in the employee benefits space. With a deep focus on midsize self-insured groups, Chris is committed to helping businesses eliminate the impact of rising healthcare costs on their bottom line.

He leverages his expertise to deliver innovative, cost-controlling benefit strategies tailored to each client's unique needs.

 

Born and raised just outside of Philadelphia, Chris still calls the area home, where he lives with his wife and three children.

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