Matthew Tremaine CFP, CMFC, CLTC, CRPC

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Matthew Tremaine CFP, CMFC, CLTC, CRPC Private Wealth Advisor at Ameriprise Financial Services, LLC

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Bringing your future into focus also means enjoying the journey along the way.For Jen, that often includes spending time...
10/16/2026

Bringing your future into focus also means enjoying the journey along the way.

For Jen, that often includes spending time with Ella. Whether she's grazing in the field or relaxing in her stall, Ella is a reminder to slow down, stay grounded, and appreciate the moments that matter most.

10/14/2026

Every financial decision starts with a simple question: What's best for the client?

At Lumina Planning Partners, that commitment guides every conversation, recommendation, and strategy we create. Because your goals should always come first.

We're excited to welcome our newest team member, A.J. Quahliero, to Lumina Planning Partners as our Financial Planning A...
10/13/2026

We're excited to welcome our newest team member, A.J. Quahliero, to Lumina Planning Partners as our Financial Planning Assistant!

Originally from New Castle, PA, family remains at the center of everything he does. Whether he's spending time with his nephews and niece, helping out at his family's funeral home, squeezing in a round of golf, or working toward his goal of reading a new book every month, he brings dedication and curiosity to all aspects of life.

When A.J.'s not in the office, you'll likely find him exploring Pittsburgh's restaurant scene or planning his next beach getaway. We're thrilled to have him on the team and can't wait for our clients and community to get to know him.

Please join us in giving A.J. a warm welcome!

Our offices will be closed on October 12 in observance of Indigenous Peoples Day. We look forward to reconnecting and se...
10/11/2026

Our offices will be closed on October 12 in observance of Indigenous Peoples Day. We look forward to reconnecting and serving you when we return.

10/07/2026

Financial confidence isn't just about having a plan. It's about having someone in your corner as life unfolds.

At Lumina Planning Partners, we're proud to combine personalized guidance with the strength and resources of a firm that has been helping clients navigate financial decisions for more than 130 years.

Team meeting day ✔️Last Friday, we gathered to share ideas, celebrate wins, and focus on how we can continue serving our...
10/06/2026

Team meeting day ✔️

Last Friday, we gathered to share ideas, celebrate wins, and focus on how we can continue serving our clients well. These moments remind us just how fortunate we are to work alongside such a dedicated group of people.

And if you look closely, you might spot a new face in the room... 👀... stay tuned!

Don't keep us a secret! Referrals are one of the greatest compliments we can receive, and we're always happy to help the people who matter most to you.

One of the best parts of parenting is watching your kids discover new passions.Luca and Arlo's latest interest? Skateboa...
10/02/2026

One of the best parts of parenting is watching your kids discover new passions.

Luca and Arlo's latest interest? Skateboarding! 🛹 They've been eager to learn, challenge themselves, and have fun every step of the way. It's amazing to see their determination, excitement, and willingness to try something new.

We're looking forward to seeing their skills grow and cheering them on from the sidelines.

09/30/2026

What does financial confidence look like?

For some, it's retiring on their terms. For others, it's supporting family, growing a business, or creating lasting impact.

Whatever your vision, we help build strategies that bring your future into focus and provide confidence for the road ahead.

Great things happen when great people come together.Our monthly team meeting is a chance to connect, share ideas, and fo...
09/28/2026

Great things happen when great people come together.

Our monthly team meeting is a chance to connect, share ideas, and focus on how we can continue providing an exceptional experience for the families we serve.

A lot of planning, collaboration, and teamwork happen behind the scenes, and we're grateful for a team that's committed to making a difference every day.

⚾ What a day at the ballpark!Yesterday, our team took a break from the office to enjoy a Pirates day game together. Grea...
09/25/2026

⚾ What a day at the ballpark!

Yesterday, our team took a break from the office to enjoy a Pirates day game together. Great weather, great company, and a Pirates win in their final home game of the season made for a memorable afternoon.

At Lumina Planning Partners, we know that strong client relationships start with a strong team. We're grateful for opportunities to spend time together, build connections, and celebrate the people who make our work so rewarding.

🖤💛

Address

Pittsburgh, PA

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14126355802

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