BSSF Wealth, LLC, will be merging with Lighthouse Wealth Management, LLC, adding an additional advisor, Teancum D. Light, JD, CPA, CFP®.
BSSF Wealth will assume the name of Lighthouse Wealth Management, which is a Registered Investment Advisor (RIA). The partnership with Brown Schultz Sheridan & Fritz (BSSF) remains, and BSSF retains majority ownership of Lighthouse Wealth Management.
“It is exciting to see the growth of our wealth advisory services,” said Ken Wolfe, President and Managing Principal at BSSF. “Teancum brings an extra layer of experience to the team as well as the capacity to serve more clients.”
Teancum Light is President of Lighthouse Wealth Management. Prior to forming Lighthouse Wealth Management, he was the Vice President at a Mechanicsburg-based firm, helping to manage over $300 million in assets as well as providing estate and tax planning services. He received his Juris Doctorate degree cum laude from the University of Maryland Francis King Carey School of Law. He also holds a Bachelor of Science in Accounting from Brigham Young University and is a licensed Certified Public Accountant (CPA). He is also a Certified Financial Planner® (CFP®) and an RIA. In addition to providing financial planning services, Teancum served as an adjunct faculty member at the Graham School of Business at York College.
“As someone who feels strongly about helping clients, I am looking forward to partnering with an organization like BSSF,” said Teancum Light. “Their client-centric view and resources will be a benefit to the clients that I serve.”
Teancum will join James Adams, CFA, CFP®, who will serve as Chief Investment Officer at the Firm.
Lighthouse Wealth Management is a fee-only firm, providing asset management, financial planning and estate planning services to clients from coast to coast. To learn more, visit: https:///www.lighthousewealth.com
ABOUT LIGHTHOUSE WEALTH MANAGEMENT
Lighthouse Wealth Management is a fee-only firm with offices in Camp Hill, Hanover and Lancaster, Pennsylvania as well as Frederick and Westminster, Maryland. Lighthouse Wealth Management is an affiliate of Brown Schultz Sheridan & Fritz.