At Lighthouse Wealth Strategies, we are dedicated to delivering exceptional service and building lasting relationships with our clients. Our mission extends beyond managing your finances; we aim to cultivate a trust that spans generations. Our reputation is built on referrals from satisfied clients and their families, a testament to the deep connections we foster.
With a team of ten seasoned financial advisors boasting over 200 years of combined experience, we collectively manage over $1 billion in client assets among both of our RIA platforms. We are dedicated to creating a personalized financial plan that aligns with your lifestyle and needs to support your journey through life's major financial milestones.
We invite you to meet with us and discover how we can work together to achieve your financial goals.