Our Unique Objective

Our objective is to help clients clarify their dreams, wants and goals. We strive to prepare clients for the certainty of uncertainty. Taking a comprehensive approach to financial planning, help them remain accountable to their plan. Building long lasting relationships helping clients put their dreams more within reach.

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2013 Day of Service at Food Lifeline - SODO

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

why Luvo, why now?

Recently, we have changed the name of Bennett & Associates to Luvo Wealth Advisors. I am doing this because Bennett & Associates is no longer just about me, Jim Bennett. We have a full staff to sit at the tablewhen working with you, our clients. It is about our team, ours systems, and process that we believe differentiates our practice from other financial advisory teams. Why Luvo? Luvo comes from the Latin word to help, aid or serve. From a mission perspective, this very much resonated with me and my team. We have spent many years working on our financial planning and investment advisory skills to serve our clients and help them prepare for the certainty of uncertainty.

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