Guiding wealth, crafting legacies.
Successfully managing your money, risk, taxes and debt.
Video Insights
Get the latest investment and financial news and trends.
-
Rising Risks
Watch now: Rising RisksIn this video, Elvis Picardo discusses the risks that could derail the markets’ relentless rally, and…
-
Why are Equity Markets Making New Highs? – Q2 2025 Review & Outlook
In this video, Elvis Picardo reviews the key developments that shaped the stunning market rebound…
-
Tax Tip And Tax Slips 2024
In this video, Aaron Arnold, a Portfolio Manager at Luft Financial, walks you through everything…
-
March 2025 Portfolio Management Team Update
In this insightful video, Elvis Picardo, a Senior Portfolio Manager at Luft Financial, breaks down…
About Us
Gaining a deeper understanding.
Client Resources
Manage your wealth.
Access essential tools, resources and information to help manage and grow your wealth along with your advisor.

Invested in you.