Lighthouse Wealth Management, LLC, is an asset advisory and planning practice dedicated to assisting successful families with complicated investment and estate planning strategy needs. Our practice's genesis came during the 2008-09 market volatility. When the financial markets demonstrated that many major Wall Street firms – which had formerly been the pillars of the financial system – could no longer support the weight of their owner decisions, it became clear that successful families desired a more independent, personalized relationship with their Financial Advisor. At the same time, investors were more conscience than ever about the safety of their assets and which firms could preserve their assets during real market volatility.

To solve both these issues, our team at Lighthouse Wealth Management engaged one of the nation's most financially conservative and respected firms to act as our broker dealer and the custodian of our clients' assets. We believe this combination gives our clients the best of both worlds, the security of Wells Fargo Advisors Financial Network, and the independence of a practice solely dedicated to each client's best interest.