Lighthouse Wealth Management

Welcome to Lighthouse Wealth Management, where our team of experienced financial professionals is dedicated to helping you navigate the complexities of financial planning and achieve your long-term goals. As an independent, fee-only investment advisory firm, we pride ourselves on our commitment to integrity, independence, and a client-centric approach. Our mission is to provide personalized guidance and expertise to help you make informed decisions about your financial future.

Our Story

Lighthouse Wealth Management was founded in 2011 with a vision to empower individuals and families to take control of their financial lives. Our team of certified professionals, including Certified Public Accountants (CPAs) and CERTIFIED FINANCIAL PLANNERS (CFPs), brings a wealth of knowledge and experience to the table. We understand that every client is unique, and we take the time to understand your specific needs, goals, and risk tolerance. Our comprehensive approach to financial planning encompasses investment management, tax planning, and preparation, as well as guidance on estate planning, retirement planning, and more.

Our Services

At Lighthouse Wealth Management, we offer a wide range of services designed to help you achieve financial peace of mind. Our services include:

• Investment Management: We'll help you create a personalized investment strategy tailored to your risk tolerance, goals, and time horizon.
• Tax Planning and Preparation: Our team of CPAs will work with you to minimize your tax liability and maximize your returns.
• Financial Planning: We'll help you create a comprehensive financial plan that addresses your short-term and long-term goals.
• Retirement Planning: Our experts will guide you in creating a sustainable retirement income stream that aligns with your goals and risk tolerance.
• Estate Planning: We'll help you develop a plan that ensures the transfer of your wealth to your loved ones in a tax-efficient manner.

Why Choose Us

At Lighthouse Wealth Management, we're committed to delivering exceptional service and personalized attention to each and every client. Our independence allows us to provide unbiased advice and avoid conflicts of interest. We're dedicated to helping you achieve your financial goals, and we're passionate about building long-term relationships built on trust, integrity, and a commitment to excellence.