Matthew Tremaine CFP, CMFC, CLTC, CRPC

07/20/2026

🐴 We need your help! 🐴

Jennifer's new miniature horse has officially joined the family, but there's just one problem... they can't seem to find a name that fits him.

They've tried Frederick, Freddie, and Fred, but none of them feel quite right for this little guy. ❤️

So, we're turning to our favorite community: What would you name him? Drop your best suggestions in the comments!

Bonus points for names that match his big personality in a mini-horse package. 🐴✨

07/19/2026

Celebrating 22 years of dedication. Thank you, Patti, for your tireless work and the steady support you provide our team and clients.

07/17/2026

We're excited to launch the official Lumina Planning Partners page! 🎉

Follow us for financial planning insights, team updates, and a look behind the scenes as we help bring our clients' futures into focus.

A private wealth advisory practice of Ameriprise Financial Services, LLC

07/16/2026

✈️🌍 Travel Thursday: European Adventure Edition

This summer, my family and I took a whirlwind trip through London, Greece, and Switzerland. From historic landmarks and beautiful coastlines to breathtaking mountain views, every stop offered something memorable—and every minute was enjoyed by all.

But the best part? Coming home.

After a long day of travel, Ruby stepped off the plane and said:
“I can't believe we're finally in Pittsburgh!” ❤️

As much as we loved exploring new places, that moment was a great reminder that there's no place like home.

✈️🌍🏡

07/16/2026

Our office will close at 1:00 PM today, July 16th, as our team gathers for a special event. Thank you for your understanding as we invest in the people who help us serve you best. We look forward to connecting with you when we return.

07/15/2026

🎂 Happy Birthday, Barb!

May the year ahead bring joy with family, confidence in what’s next, and the freedom to enjoy life’s moments—big and small. Cheers to another great year ahead!

07/13/2026

A special shoutout to Jennifer's very own Elizabeth and Ella at Brave Horse! 🐴❤️ We're proud to see the commitment and determination that make moments like these possible.

07/10/2026

One of the best parts of working with a family-focused team is getting to celebrate life's milestones together. Congratulations to Leo on earning his driver's license! Watching the next generation gain confidence and independence is always exciting.

Jennifer, we're all rooting for him—and wishing him many safe miles ahead!

🚗✨

07/09/2026

Travel Thursday: Alaska Edition

This week, we're following Allison on the trip of a lifetime—an Alaskan cruise! From Vancouver to Ketchikan, Juneau, Skagway, Whittier, and Anchorage, the journey was filled with unforgettable experiences.

🐋 Whale watching
🎣 Salmon fishing
❄️ Glacier hikes
🚂 Scenic train rides
⛏️ Gold panning

"This was a trip I've wanted to take all my life, and it didn't disappoint."

Thanks for sharing your adventure, Allison! Stay tuned for more Team Lumina travel highlights throughout the summer.

🏔️✈️🐋

07/06/2026

Grateful for 23 years of serving clients, building trusted relationships, and growing alongside an incredible team. It’s been a privilege to guide individuals and families through important financial decisions, and I’m thankful for the trust placed in me along the way.

I’m especially appreciative of my colleagues at Lumina Planning Partners and the clients who make this work so meaningful. Looking forward to continuing the journey together.