Our Practice

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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.

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Wells Fargo Advisors Financial Network is one of the nation’s premier wealth management firms, known and respected for the responsible stewardship of its clients' assets. With roots dating back to 1879, it grew through mergers with some of the most respected regional and national financial companies.

A non-bank affiliate of Wells Fargo & Company, Wells Fargo Advisors Financial Network prides itself on exceptional service based on trust and knowledge, and for a corporate culture that puts client needs above all else.

Lighthouse Wealth Management is a separate legal entity from Wells Fargo Advisors Financial Network.

Let's Get Started

We encourage you to contact us today for more information. You can do so by calling (239) 344-7575, emailing [email protected], or click the button below.