At Lunea Wealth, we believe financial planning should be as personal as your purpose. We walk alongside ambitious women through life’s pivotal transitions—divorce, business exits, career leaps, legacy design—and offer guidance that blends calm strategy with powerful insight.

We’re not here to sell products or push jargon. We’re here to hold space for your goals, simplify the complex, and co-create a financial plan that aligns with your values. Our holistic approach integrates investment management, values-based planning, and behavioral awareness—so you can live and lead with confidence.

Unlike traditional firms, Lunea was designed for the woman who doesn’t see herself in Wall Street's mirror. Our clients are CEOs, creatives, caretakers, and changemakers. They’re deeply intentional about their lives—and expect the same from their advisor.

Whether you're building generational wealth, rewriting your money story, or simply ready to feel seen by your financial team, you’re in the right place.

What makes us different:
• Purpose Over Product – Every plan starts with your “why.”
• Life-Centered Planning – We plan for the whole woman, not just the portfolio.
• Education + Empowerment – We simplify the complex and amplify your confidence.
• Values Alignment – We help your money reflect what matters most.
• Clarity First – Our tools, language, and tone all aim to replace overwhelm with ownership.

We’re based in Iowa and serve clients across the U.S. through a modern, accessible, boutique-style experience.

Let’s connect. Your legacy deserves more than a spreadsheet.

Disclosure:
LWM is a registered investment adviser in the State of Iowa doing business as In the Couch Investments, LLC dba Lunea Wealth Management. Registration does not imply a certain level of skill or training. Additional information is available at www.adviserinfo.sec.gov under firm CRD #336177. This page is intended for informational purposes only and does not constitute investment advice.

Lunea Wealth Management

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Lunea Wealth Management

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