Is Lighthouse right for you?
Integrated Wealth Management with a focus on you.
Want to learn more about how Lighthouse can help navigate the financial complexities of achieving your goals? Complete the form below and one of our advisors will contact you within one business day.
The Lighthouse Difference
- A full-time advisory team focused on you and your goals
- Integrated services under one roof
- Single fee for all our services
- Risk-managed investment approach to offer peace of mind
- Suite of technology tools to ease communication with us and understanding your accounts
How we work with out-of-town clients
- We use Zoom online software for virtual meetings and screen sharing
- Secure online vaults for transferring paperwork
- Digital signature technology with our custodian
- Youtube, Lighthouse blog, weekly Lookout email and monthly Snapshot email.
Contact one of our advisors