Experience & Innovation In Financial Services | About Lighthouse Wealth Partners

Fiduciary Guidance With A Personalized Approach

Welcome to Lighthouse Wealth Partners, where experience and innovation converge to empower your financial journey. Established in 2018 through the strategic merger of Sunrise Wealth Partners and Lighthouse Financial Group, our firm brings together a wealth of experience and a shared commitment to excellence. While our name may be relatively new, our roots run deep, with Lighthouse Financial Group having been established in 2005.

Our mission is clear: to empower individuals and businesses to achieve their financial goals through personalized financial planning and investment management services. As fiduciary fee-based planners, we prioritize your best interests and utilize an open architecture approach to offer you the best possible solutions. Our experienced guidance, innovative solutions, and exceptional client service are the cornerstones of our practice.

Cultivating A Relationship With You

We are driven by core values that focus on tailoring strategies and solutions to meet individual client objectives. We believe in building strong, personalized relationships, understanding that each client's financial journey is unique. Our commitment is to be your trusted partner, helping you navigate the complexities of financial planning and investment with confidence and clarity.

OUR APPROACH TO PLANNING