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Lunaravest operates on a fiduciary 0% commission model, which means our incentives are directly aligned with your success. Our approach is built on institutional-grade strategies typically reserved for large entities, now made accessible to dedicated individuals and businesses. Our founder's 45-year track record of launching, running, and exiting over 20 businesses without a single net loss informs our disciplined, risk-aware methodology.
Lunaravest provides strategic financial planning, end-to-end business consulting, compliant tax preparation, and diversified investment management across digital assets, real estate, and traditional securities. We help you build capital, mitigate financial risk, and achieve sustainable, long-term growth through disciplined planning and expert execution.
Our compensation is aligned with client outcomes. We eliminate traditional commissions to reduce conflicts of interest and ensure you retain more of your generated returns.
We architect diversified, risk-adjusted portfolios leveraging sector intelligence and disciplined risk management to target sustainable long-term growth.
Your financial well-being is our paramount concern. We operate with a fiduciary standard, meaning we are legally and ethically bound to act in your best interest. This means we always prioritize your financial goals over our own, ensuring your investments are aligned with your long-term objectives.
We champion your financial success through personalized, data-driven strategies that are tailored to your unique financial profile and goals.
We believe in open communication and honesty. Our team is dedicated to providing you with regular updates, clear explanations, and transparent reporting on your financial progress and performance.
We believe in collaboration and teamwork. Our team works closely with you to ensure your financial journey is seamless, efficient, and aligned with your goals.
If you’re a business with a large payments volume or unique business model, reach out to discuss alternive pricing options.
Empowering Your Financial Trajectory
