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Our Wealth  Services

Wealth Management 

Wealth Management 

Wealth management encompasses expert services and strategies tailored for overseeing an individual's or family's wealth. Our objective is to assist clients in planning, accumulating, growing, and preserving their wealth, ensuring a seamless transfer to the next generation or cherished charitable causes. 

Seeking to transform your financial situation and secure long-term wealth? Engaging our Lighthouse Team for wealth management services can be a pivotal move. Entrusting us with your financial matters can liberate your time, alleviate stress, and grant confidence through comprehensive guidance. Experience our complimentary, no-obligation initial consultation today.


Basic Services

  • Comprehensive Financial Planning
  • Portfolio and Investment Management
  • Risk Management and Asset Preservation
  • Estate Planning Strategies
  • Tax Planning
  • Retirement and Income Planning
  • Cash Management
  • Education and Goal Planning
  • Employer Benefits Review
  • Philanthropic Planning

Concierge Services

  • Business Succession Planning
  • Blended Families Planning
  • Lifestyle Planning
  • Family Meetings
  • Trust Review
  • Coordination with other Advisors
Comprehensive Financial Planning

Comprehensive Financial Planning

A great financial plan grows with you and adapts to your changing goals, life circumstances and financial needs. 

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Portfolio Management and Investments

Portfolio Management and Investments

Think of your investment portfolio as the place where your wealth will live and thrive, making adjustments when needed.

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Risk Management and Insurance

Risk Management and Insurance

Preserving your estate means protecting yourself and your heirs from losing all that you have worked for.

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