Lighthouse Wealth Management is a financial advisory firm that puts its clients first. We specialize in providing personalized financial planning and investment management services to individuals, families and businesses. One of the core principles of Lighthouse Wealth Management is personalized service. Our team takes the time to get to know each client’s unique financial situation, goals and risk tolerance in order to create customized financial plans. This approach assures that each client’s investment portfolio is tailored to their current life circumstances and future financial aspirations.
Providing Service to York and Adams Counties
Our firm offers comprehensive financial planning and wealth management services to clients within York and Adams counties. We work with our clients to create customized financial plans that include asset management, financial planning, tax planning and estate planning. We also provide ongoing investment management services to help clients achieve their long-term financial goals.
Along with Lighthouse Wealth Management’s extensive financial planning knowledge, we also maintain a partnership with Brown Schultz Sheridan & Fritz (BSSF), a premier accounting and advisory firm with offices located across Pennsylvania and Maryland.
A Fee-Only Wealth Advisory Firm in Hanover
Lighthouse Wealth Management is a fee-only financial advisory firm, which means that we do not receive commissions from third parties or sell any financial products. We believe this approach aligns our interests with those of our clients. We can ensure you that we have our clients’ best interests in mind as we operate under the fiduciary standard.
Meet Our Experienced Financial Advisors
Teancum “T” Light, JD, CPA, CFP®, is the founder and President of Lighthouse Wealth Management. He has a passion for financial planning and a deep desire to provide top-tier financing planning and wealth management services to clients under a fiduciary standard.
James “Jimmy” Adams, III, CFA, CFP®, is the Chief Investment Officer and brings two decades of financial services experience to Lighthouse Wealth Management. He has a wealth of knowledge of institutional asset management and specializes in asset allocation, portfolio analytics, financial planning and investment manager selection.
Teancum and Jimmy are both involved with numerous professional affiliations and stay up to date on the latest wealth management industry and economic forecasting trends. They communicate this knowledge to their clients through a quarterly newsletter, in which they discuss current economic conditions and provide insights regarding the future market outlook.
Lighthouse Wealth Management’s Hanover, Pennsylvania, Office
Our Hanover, Pennsylvania, office is located inside Brown Schultz Sheridan & Fritz’s Hanover office and is located near the Hanover Historic District. We are just a 40-minute drive from the city of York, as well as the Pennsylvania/Maryland border.
Contact us today to start illuminating your financial future.
Contact the Hanover Office today:
195 Stock Street, Suite 311
Hanover, PA 17331