1800 Chapel Avenue West
Start your journey with personalized financial guidance and exceptional client service.
We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have experience, education, and certifications to support your needs. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Effective estate management enables you to manage your affairs during your lifetime and beyond. Our collective experience, we'll help secure your legacy for generations to come.
Our dedicated professionals can help create the insurance strategy you need. Protect your family, with our help, from the financial consequences of life's most-unexpected events.
Curated articles, videos, and more, for a financially savvier you.
"Wealth is the ability to fully experience life."
- Henry David Thoreau
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
Principles of Preserving Wealth
Lighthouse offers all clients access to state of the art tools to safely and securely consolidate and track their financial life.
Long-Term-Care Protection Strategies