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 assesses individual client needs and works skillfully to navigate the complexity of financial planning.
Let us be your Financial Compass. If you’re like most people, you probably have many questions … ...More
Through our investment philosophy, we strive to remove the three most dangerous obstacles to … ...More