We Are Lighthouse
Wealth Partners
At Lighthouse Wealth Partners, we understand that financial planning is not a “one-size-fits-all” program.
Each of our clients’ financial goals are unique and may evolve as life changes over time.
All the financial strategies we help facilitate include flexibility around events such as tax law changes, investment
strategies, life insurance, retirement planning, and estate protection.
Financial Planning
Our role involves assessing your current financial position, listening to best understand your personal goals and priorities, and developing a road map to guide your financial path!
Investment Management
Our team of fiduciaries provide experience and sound, independent financial counsel. We build and manage diversified portfolios that grow and protect your assets — not only in the best of markets, but in periods of high volatility.
Drafting Estate Documents
Let our team draft the documents you need to help protect your loved ones, provide your family and beneficiaries with clarity, and plan to have your assets transferred in the most efficient and meaningful ways. Learn how our firm can be a critical resource and save you money in accomplishing these goals.
Client Testimonials
"When we relocated to the U.S. from Argentina, my wife and I had to learn all the specifics of financial planning. We sought professional advice, and that’s when we met Dan. Since then, Dan has helped us develop a thorough plan, gaining visibility and providing peace of mind towards our financial security in future years."
"Kevin’s weekly newsletter is a must-read for me. It's always relevant, educational, and packed with insightful, accurate market information. Each issue offers a fresh perspective on stock trends and financial strategies, making it easy for me to stay informed and confident in my investment choices. I look forward to it every week and always find valuable takeaways. Highly recommended!"
"While I consider myself reasonably knowledgeable with financial concepts, having Kevin and Dan and their staff to discuss ideas is always of great value. They also have all the skills and tools necessary to handle any financial moves. Challenging items such as taxes, Roth IRA transfers, stock purchases, new laws and regulations, social security and medicare issues, and sign-ups are all handled with professional ease. For me, the comfort of their knowledgeable consultation and the ease of execution make the services of Lighthouse Wealth Partners very worthwhile. My wife has also benefited and learned a great deal from these services, and I am comforted that if anything happens to me that she would be in good financial hands."
"The Lighthouse Team has helped us define our financial and life goals, ensuring we are on the path to achieve them. Their positive encouragement has been an important part of our success, and they have helped our family and friends define and achieve success."
"My wife and I have been investing for most of our adult working years. As we neared retirement age, we decided we needed professional advice. We constantly wondered if we had enough money to retire and when it would be safe to stop working. Dan has not only provided valuable investing advice, but his background in behavioral economics has helped alleviate our anxiety about whether we would have enough money throughout our retirement years. We highly recommend Lighthouse Wealth Management."
"When I contact my Financial Advisor from Lighthouse Partners, I first get an immediate response. My requests are followed up on immediately. My questions are always addressed with total competence – from investments to Social Security, to Trusts, to inheritance. My Financial Advisor has gotten to know me and my situation and future goals so well that he is the most important contributor to my financial planning process."
