Lighthouse Wealth Management offers asset management, financial planning, and tax and estate planning services to clients.
Our deep experience, coupled with our relationship with Brown Schultz Sheridan & Fritz, a premier advisory firm in Pennsylvania and Maryland, enables us to provide a comprehensive financial service offering 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 build long-term relationships with our clients based on the appreciation that every individual is unique with their own distinctive goals. Views about money and risk vary as much as personalities, and we honor those convictions in every interaction with our valued clients.