Lighthouse Wealth Partners
Investment Advisor Representative, Certified Wealth Strategist
At Lighthouse Wealth Partners:
- We strive to have an ongoing personal relationship and know all of our client’s situation's intimately.
- We are an independent financial services business that focuses on the best products and strategies for our clients.
- We are not tied to any one single company’s products or goals.
- We are fiduciary advisors, so we are required to put our client's interests ahead of our own.
- We always ask ourselves "Is this what I would recommend for myself or my family members."
- We are limited in the number of clients that we work with so that we are not too large to effectively give any one client "white glove service."
- We have a long history of working with our client's other professional advisors successfully.
In this ever changing financial world, isn't it important to know that the planners you are working with care about you, low fees and proper planning? Contact us for a free consultation to see if we can assist you with your financial needs.