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.
