Who is Lighthouse Wealth Management?
Lighthouse Wealth Management is a private wealth management firm, founded in 1992. Headquartered in New Market, Maryland, Lighthouse is uniquely situated to serve not only central Maryland but also the Baltimore / Washington, DC area. We work with more than 700 families and manage over $300 million in assets for clients all over the United States.
We aim to be the central figure in your financial life 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.
Current clients include corporate executives, business owners, government professionals, as well as individuals and families. To keep the Lighthouse family close and maintain a high quality of service we have a minimum investable asset level of $500,000 for new clients.