Broker Check

High-Net Worth Affluent Families with Complex Needs

How We Can Help

How We Can Help

We specialize in working with affluent families. Allowing you to concentrate and prioritize on what truly matters to you - family. Our wealth of experience and specialized skills enable us to cater to every facet of your family's prosperity, both for the present and future generations. Your lifestyle revolves around a purpose-driven approach, placing emphasis on goals, values, and philanthropy. As the family steward of your family's well-being, your goal is to prioritize the care of your loved ones. Our commitment is to assist in managing your financial affairs and provide specialized, individualized services tailored to your unique needs. As your guiding Lighthouse, we will treat you as if you are our only client with personalized service and attention, transparency, digital services, ongoing communication and innovative solutions.

Services we can provide to help you along the way

Discovering the ideal financial partner can alleviate significant stress. Our clients find solace in knowing that The Lighthouse is here to support you in every way, with considerations that surpass the typical offerings of big financial advisory firms. Our wealth of experience and specialized skills enable us to cater to every facet of your family's prosperity, both for the present and future generations. Our array of services extends beyond investment management, we help you align your plans and goals with your values and purpose.

  • Wealth Management
  • Financial Planning
  • Cash Flow and Debt Management 
  • Business Succession Planning
  • Legacy Planning
  • Blended Families Planning
  • Risk Management and Asset Preservation Solutions
  • Tax planning and Tax-awareness Solutions
  • Estate Planning 
  • Retirement Planning
  • Philanthropy and Charitable Giving
  • Trust Services
  • Lending Solutions
  • Collaboration with your CPA and Attorney
  • Lifestyle/Concierge Specialized Services
  • Family Meetings