Let Us Help You Go Independent

As a successful practice that transitioned to independence from a large wirehouse, we believe building long-lasting relationships in a supportive environment is one of the most rewarding aspects of an investment professional’s career.

At Lighthouse Wealth Management, we are looking for experienced financial advisors who are attracted to independence and potential higher cash flows, and are looking to take their business to the next level with our growing practice.

It's Rewarding to be Part of a Successful Team

The camaraderie that exists between our practice associates allows us to be in business for ourselves, not by ourselves, and for the benefit of our clients. We invite you to contact us to discover the many advantages that going independent has to offer. This includes full ownership of your book, the ability to hire employees who are the best fit for your practice, and the opportunity to partner with our growing practice.

Why Wells Fargo Advisors Financial Network?

With Wells Fargo Advisors Financial Network as your financial advisory independent brokerage arm, you will have the confidence that comes from knowing one of the leading wealth management companies in the region is on your side.

You will be supported by a full team of professionals who are truly committed to helping you potentially accelerate the growth of your business. We’ll work with you step-by-step to develop a plan based on your business mix, assets under management and professional goals.

Opportunities to Partner with Us

Lighthouse Wealth Management currently has two different options for opportunities to partner with our team. Our offices are fully furnished with a conference room, Wi-Fi, phones, and cable television. Our goal is to provide a mutually beneficial environment where you reap the rewards of business ownership without all of the challenges of running your own operation.

Join Our Practice

If you want to explore joining our practice, we are currently seeking new team members who share our entrepreneurial spirit and commitment to doing what is best for clients, not shareholders.

Now is the Best Time

Wells Fargo Advisors Financial Network is currently offering an aggressive transition package for qualified advisors who are ready to be independent. In addition, our turnkey practice reduces some of your typical out-of-pocket startup expenses as well as the time and effort required for a successful transition.

Share Office Space

If you want to start your own independent practice, consider leasing space in our growing office. We'll provide the necessary support to help you make the step up from being an employee to becoming an independent financial advisor.

About Lighthouse Wealth Management

With many decades of experience in planning-based portfolio management, our mission is to help affluent individuals and families grow, manage, preserve, and transfer wealth. We are a client-centric practice that prides ourselves on the strength of our client relationships and our multigenerational households.

To start taking advantage of this opportunity to partner with Lighthouse Wealth Management, please contact Caleb Lowman, Managing Director, at (239) 344-7575.