Lighthouse Wealth Management is a private financial firm located in New Market, MD, with an additional office in Naples, FL.
We offer clients a comprehensive program that centralizes a family's most common financial service needs under one roof, for one inclusive fee.
Clients enjoy frequent contact with our team of professionals throughout the year for retirement analysis, higher education planning, asset management, personal annual tax return preparation, tax scenario analysis, and estate document preparation. A multitude of digital platforms also delivers communications to clients and news of our upcoming educational and social events.
Currently, Lighthouse helps over 600 families in the greater Baltimore/Washington, DC area and across over 20 additional states.
Our team is additionally experienced with assisting clients who are widowed, in same-sex relationships, or who are going through divorce. We'll walk you through any unique needs and situations that arise from your personal dynamics.