A complete list of active advisors currently associated with Lightsquare Wealth Management, LLC
Warmer can help you find a great advisor at Lightsquare Wealth Management, LLC or one who fits your needs even better.
LightSquare Wealth Management, LLC advises individuals — including high‑net‑worth clients — as well as trusts, retirement plans, corporations and other business entities. The firm offers discretionary asset management across stocks, bonds, ETFs, mutual funds and alternative investments, plus financial planning, consulting and retirement plan consulting, and it refers clients to third‑party money managers when appropriate. Portfolios are tailored to client objectives and are continuously monitored and rebalanced; the firm describes using a mix of fundamental, quantitative, technical and sector analysis and may employ strategies ranging from long‑term holdings to shorter‑term trades, options and, where suitable, margin. When engaging third‑party managers the firm conducts initial due diligence, ongoing reviews and periodic client communications to align manager selection with client goals and constraints. A noteworthy aspect of the firm is its affiliation with an insurance agency: representatives are licensed insurance agents and offer insurance products through Lightsquare Insurance Agency, a relationship the brochure discloses as a potential conflict that the firm says it will manage under its fiduciary obligations — an arrangement that is less common among peers. The firm also operates with a small advisor team managing roughly $203 million in regulatory AUM and leverages institutional custody and support services through Raymond James for execution, research and reporting.
To learn more about the advisors currently working at Lightsquare Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bingham Farms, MI
| 19
| |
Bingham Farms, MI
| 19
| |
Bingham Farms, MI
| 14
|
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