Lighthouse Wealth Management

Lighthouse Wealth Management is a digital and virtual financial planning firm dedicated to helping individuals and families achieve their financial goals and navigate the complexities of the current financial landscape. Founded on the principles of integrity, transparency, and personalized guidance, we empower clients to make informed financial decisions and reach their financial potential.

Our Founder and Managing Member

Richard S. Esposito, a seasoned financial professional with over two decades of experience, leads Lighthouse Wealth Management. Equipped with a deep understanding of wealth planning and investment strategies, Richard has helped clients achieve financial success across diverse portfolios of all asset classes. He holds various industry-respected designations, including Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Retirement Income Certified Professional (RICP).

Our Approach

We believe in a holistic approach to wealth management, taking a comprehensive look at your financial situation to identify opportunities for growth and preservation. Our services include:

Wealth Management Services

• Thorough analysis of current financial situation
• Development of personalized wealth-building and wealth-preservation strategies
• Comprehensive asset balance strategy for stocks, bonds, real estate, alternative investments, and retirement accounts
• Strategic insurance modeling and implementation
• Review and optimization of personal and investment debt
• Creation of customized cash flow strategies
• Guidance and planning for estate and tax matters

Continuous guidance and support

• Regular progress reports and ongoing accountability
• Investment and performance reporting
• Financial "coaching" on all aspects of personal finance
• Review and updates of your financial plan as your life and circumstances evolve

Our Commitment

At Lighthouse Wealth Management, we are committed to providing personalized, responsive service to our clients. We believe in building strong relationships based on trust and open communication. Our ultimate goal is to empower you to take control of your financial future and achieve your financial goals.