Your financial strategy,
thoughtfully played.
A strong financial future is not built on a single move. It takes preparation, discipline, perspective, and the ability to adapt when the landscape changes.
WEALTH MANAGEMENT | ESTATE PLANNING | INVESTMENTS | RETIREMENT PLANNING
ATLANTA | ORLANDO | NEW YORK | NEW JERSEY | NORTH CAROLINA | LOS ANGELES
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. HINES WEALTH MANAGEMENT and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.
LUNA WEALTH MANAGEMENT
7887 E. BELLEVIEW AVE, SUITE 1100
GREENWOOD VILLAGE, CO 80111
303.525.4434
Three moves. One purpose.
Protect your position.
Advance with purpose.
Create your advantage.
Every successful strategy begins with a solid defense. We use modern, time-tested planning techniques to help protect the wealth you have worked hard to build, while addressing the risks that can affect your financial future.
Growing wealth requires more than reacting to the day’s headlines. Through disciplined investment strategies and a clear long-term perspective, we help position your financial plan to pursue growth through changing and volatile markets.
In chess, the best players look beyond the next move. We take the same approach to your finances—developing comprehensive strategies designed to help you navigate uncertainty, identify opportunities, and maintain an edge as your needs and goals evolve.
A Plan That Looks at the Whole Board
Your financial life is complex, and every decision can affect the next. That is why we take a comprehensive approach to asset management, risk management, retirement planning, and the broader financial decisions that shape your future.
Together, we will examine every angle of your personal financial landscape and build a coordinated strategy around what matters most to you—your goals, your family, your lifestyle, and the retirement you envision.
With the responsibility of guiding your financial future comes the commitment to understand your full picture, think several moves ahead, and provide direction when the path forward is unclear.
www.hineswealth.com | 609.764.3959
Meet our financial agents.
Founder & Financial Advisor, TJ Hines
Senior Insurance and Annuity Broker/Owner- NJ, NY, PA, SC, CA, NC
TJ Hines is the founder and president of Hines Wealth Management. He is an Investment Advisor representative and holds a life and health license in 21 different states. He is also a licensed realtor, notary pubic, a senior tax specialist for H&R Block with 30yrs experience, half of that time as manager. He has BA in business management from Stockton University in New Jersey and specializes in showing clients how to reduce taxes, build wealth and protect their families with safe money principles.
Talia J.Hines, Retirement Broker
Life Insurance, Health Insurance and Retirement Broker and NJ Real Estate Agent
Talia holds a life and health license in New Jersey as well as being a licensed realtor, she is also a licensed notary public for the State of New Jersey. She brings the same care and compassion she has for dogs to finding the right insurance plan to protect your family. Talia focused her studies on the benefits of the Roth IRA and how this retirement tool can help build the financial wealth you need to retire with confidence.
Donna Williams, Insurance Agent
Life, Accident, Health, Property, Casualty, Title Insurance Agent - NJ
Donna is a versatile professional with over 15 years of specialized experience. She is a skilled insurance agent and holds a NJ State license in multiple lines of authority including: Life, Accident & Health, Property, Casualty, Personal Lines, and Title Insurance. She is also a NJ licensed realtor and notary public. Donna earned a Bachelor’s of Science degree in Agricultural and Environmental Engineering from North Carolina A&T State University. Her career in Civil Engineering and later in Human Resources, revealed to her that the greatest reward is to serve.
www.hineswealth.com | 609.764.3959
Independent advice.
Focused on you.
Insurance Products
In chess, every piece has a purpose. The same is true in a well-designed retirement strategy. Insurance products and annuities have evolved to serve a broader role in retirement planning. Depending on your needs, they may help address income planning, protection, legacy considerations, or other financial priorities. With your goals in mind, insurance or annuities may be one important piece of your larger retirement strategy.
Financial Planning
A strong financial plan provides the framework for every move ahead. It begins by defining your goals, accounting for the needs you may encounter along the way, and evaluating your assets, investments, income sources, and potential gaps. At Hines Wealth Management, we work to help position your financial resources efficiently and create a coordinated strategy built around where you are today and where you want to go.
Luna Wealth Management can assist you
in every aspect of your financial life.
Your financial life is not a one-move game. It requires a thoughtful strategy, a clear view of the board, and the flexibility to adjust as circumstances change.
As an independent financial planning firm, Hines Wealth Management represents your needs and interests—not the priorities of a particular investment company. That independence allows us to provide objective guidance and strategic recommendations designed around your goals, your resources, and your vision for retirement.
Our role is to help you think several moves ahead: identifying opportunities, preparing for potential challenges, and building a plan that supports informed decisions with greater clarity and confidence.
We invite you to let Hines Wealth Management create a customized strategy for financial stability, independence, and a retirement you can enjoy on your terms.
Your financial game plan
We offer a range of products and services designed to help address the pieces of your overall financial picture, including:
Retirement Goals
Retirement is your opportunity to enjoy the next chapter with confidence—not to spend it worrying about whether your savings will last. Perhaps your ideal retirement includes time on the water, travel, more moments with family, a new hobby, or the ability to leave a meaningful legacy to loved ones or a favorite charity. Whatever your vision, the goal is to create a strategy that helps you pursue it without fear of outliving your money. We help you prepare for the moves ahead so you can focus less on financial uncertainty and more on making the most of retirement.
Let’s Discuss Your Next Move
For our complete list of services and to begin building a strategy around your financial goals, give Hines Wealth Management a call.
www.hineswealth.com | 609.764.3959
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. HINES WEALTH MANAGEMENT and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.
Make your next move.
Contact us now.
The future you want to create starts with a conversation. If you would like to learn more about building a strategy for the retirement you have always envisioned, we invite you to connect with Hines Wealth Management.
There is no cost and no obligation—only a little of your time. Contact us today!
ATLANTA | ORLANDO | NEW YORK | NEW JERSEY | NORTH CAROLINA | LOS ANGELES
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. HINES WEALTH MANAGEMENT and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Insurance and annuity products are not sold through VCM and VCM does not endorse any annuity or insurance product nor does it guarantee any annuity or insurance product’s performance.
