LIGHTHOUSE WEALTH MANAGEMENT
Through new houses and career changes,
to marriage and kids;
from the pinch of college planning,
to the sweet joys of retirement;
...we're here for you.
Our centralized package program offers clients a comprehensive approach to managing a family's most common financial service needs under one roof, for one inclusive fee.
Financial Integration for Every Stage of Life
THE COMPASS PROGRAM
Never worked with a financial advisor?
Our recent article, "7 Questions Financial Advisors are Always Asked," addresses a number of topics that frequently arise in our initial consultations.