Your Experience Starts Today

Our mission is to help clients build legacy plans that bridge generation gaps and become the beacon for future generations to follow.

You can be confident your best interest is our top priority when you become a client of Lighthouse Wealth Management. We hold ourselves to the highest standard of client care and act only in your sole interest in the work we perform on your behalf. Our team prefers to engage in advisory relationships, so our compensation is directly tied to the performance of your portfolio.

We see our clients as families. This perspective allows us to provide planning and wealth management in a true multigenerational format, with the primary client’s legacy as the central focus. We believe it is our duty to help prepare clients from the financial storms that can negatively impact their lifelong dreams.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Member SIPC. Lighthouse Wealth Management, LLC, is a separate entity from WFAFN.

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.