A complete list of active advisors currently associated with Lighthouse Wealth Management, Inc.

Warmer can help you find a great advisor at Lighthouse Wealth Management, Inc. or one who fits your needs even better.

Lighthouse Wealth Management provides investment advisory and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $237.6 million for about 373 clients and operates with a five-advisor team offering discretionary portfolio management, financial planning, and 401(k) consulting services. Advisory work is individualized through a written investment policy and implemented primarily with mutual funds, ETFs, and other marketable securities, with accounts typically managed on a discretionary basis and reviewed at least quarterly. The firm uses both fundamental and technical analysis, addresses cash management and tax considerations, and requires accounts to be custodied at Charles Schwab. What is distinctive is that the firm also operates as an accounting practice with licensed CPAs among its principals and provides tax planning and tax return preparation for clients, a combination that is uncommon among peer teams. It is also a licensed insurance agency that offers primarily term life policies and annuities (insurance sales are described as a minimal business and commissions are retained by the firm), and it provides 401(k) consulting as a 3(21) fiduciary including participant education, which together create an integrated advisory, tax, and insurance offering not typical for similar firms.

To learn more about the advisors currently working at Lighthouse Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.