Street Light Wealth Management, LLC

Street Light Wealth Management is a small independent advisor that primarily serves individual clients, along with trusts, estates and business entities, offering discretionary portfolio management, standalone financial plans, 401(k) advisory and project-based consulting and business valuation services. The firm provides both ongoing advisory relationships and one‑time engagements tailored to client needs.

Its investment process emphasizes fundamental equity selection and valuation as the primary drivers of buy and sell decisions, supplemented by asset‑allocation tools and fixed‑income vehicles when appropriate. Options are a central part of portfolio construction and risk management — the firm uses protective puts, writes puts opportunistically during volatility, and occasionally purchases calls — and manages client accounts on a discretionary basis through a single, institutional custody platform with daily monitoring.

Compared with many peers, Street Light operates at boutique scale as a single‑advisor practice with a very small client base and assets under management, and it offers performance‑based compensation options to qualified clients under an arrangement that resets quarterly and uses a high‑water‑mark. The firm also conducts consulting and business valuation work for private equity and investment banking clients and relies on an exclusive broker platform that permits margin and uncovered option strategies, including covering certain transaction costs for complex trades.