Lighthouse Wealth Management believes in providing comprehensive, holistic financial planning. We provide our clients with personalized solutions that are based on their goals and objectives. Operating as a fiduciary, fee-only firm means putting our clients’ interests first.
Our wealth advisory services include:
Asset Management Services
We take a holistic approach to client asset allocation, mindful of accounts that are held outside of our firm. Lighthouse Wealth Management advises our clients on all their investments, while always keeping tax efficiency in mind.
Learn more about our Asset Management Services.
Financial Planning Services
The art of financial planning lies in harmonizing clients’ resources with their objectives and risk tolerance. We enjoy working closely with our clients to help them realize their desired outcomes.
Read more about our Financial Planning Services.
Estate Planning Services
Every family situation is unique. As with all our services, we create personalized estate planning recommendations for our clients. We are happy to connect you with an estate attorney (or collaborate with your current attorney) to help ensure that your assets will transfer as you intend.
Find out more about our Estate Planning Services.
Tax Planning Services
Our tax planning services can help reduce your overall tax liability. We leverage expertise from Brown Schultz Sheridan & Fritz, CPAs, where necessary.
Get more information about our Tax Planning Services.
For help with all your wealth advisory needs, contact Lighthouse Wealth Management.