Lighthouse Wealth Management provides comprehensive financial planning and investment management services.
Our deep experience, coupled with our relationship with Brown Schultz Sheridan & Fritz, a premier advisory firm in Pennsylvania and Maryland, enables us to provide specialized tax and estate planning services to individuals, families and business owners.
Lighthouse Wealth Management is a fee-only firm, so we receive no commission payments from clients or vendors. We conduct all business under a fiduciary standard, which obligates us to act in our clients’ best financial interests at all times. We believe in providing you with personalized solutions, focused on your interests and goals.
At Lighthouse Wealth Management, we strive to create long-term relationships built on trust, appreciating that every individual has unique goals. Views about money and risk vary as much as personalities, and we honor those convictions in every interaction with our valued clients.