The firm's thesis involves mixing both traditional and alternative energy investments.
Luma's platform provides annuity products along with marketing and education tools.
The drive for extra income will have more people working into their 80s or even 90s, he said.
The funds' strategies focus on downside protection and diversification.
A company survey found that unmarried women were the most concerned about their finances.
It's sometimes hard to convince people in this wealth group to sign on with an advisor, research by the company found.
Only 10% of respondents said they have all the tech they need.
Advisors from Integrated Partners of Waltham, Mass., will be available to clients of WFY in Orange County.
Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.
Investors feel less secure about their finances, yet also feel better about the economy.
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