• COMPASS Program
    COMPASS Program

    COMPASS Program

    Let us be your Financial Compass If you’re like most people, you probably have many questions and concerns regarding the health of your financial future, such as: Is my financial plan missing key components, unorganized, or even nonexistent? Do I have several different ...
  • Team
    Team

    Team

    Every client at Lighthouse Wealth Management receives a personalized 'team' of support. We have an experienced staff of dedicated and knowledgeable wealth management professionals at your disposal ready to provide first-class guidance and support for both your near and long-term ...
  • Investment Philosophy
    Investment Philosophy

    Investment Philosophy

    Through our investment philosophy, we strive to remove the three most dangerous obstacles to investing success: (1) emotions, (2) guess work and (3) large losses. To this end, we built an investment philosophy around five core tenets. Manage Risk – Managing ...
  • Investment Strategy
    Investment Strategy

    Investment Strategy

    The Lighthouse Wealth Management investment strategy is centered on following trends in the global market.  Our portfolios are dynamic, far reaching, and based on the current economic and political environment. The advantage to our proprietary investment management system design is ...
  • Latest White Paper – Big Picture: Reflections, assessments, outlook & approach
    Latest White Paper – Big Picture: Reflections, assessments, outlook & approach

    Latest White Paper - Big Picture: Reflections, assessments, outlook & approach

Lighthouse aims to be the central figure in our clients’ financial lives by offering a combination of comprehensive financial planning and active portfolio management. To simplify our clients financial dealings, Lighthouse created a unique service, COMPASS, that is an all-encompassing wealth management service that brings investment advice, tax planning and estate planning under one roof for one fee. The team at Lighthouse consists of independent financial advisors specializing in financial planning for individuals and small businesses. With over 60 years of combined financial experience, the team at Lighthouse assess individual client needs and works skillfully to navigate the complexity of financial planning.