Lighthouse Wealth Management offers specialized expertise in developing comprehensive, results-focused financial strategies designed to enable clients to successfully protect, grow, and transfer their wealth from generation to generation. They see clients as families, and this perspective allows the team to provide planning and wealth management in a true multigenerational format, with the client’s legacy as the central focus.
Their multigenerational wealth planning approach builds relationships with your family to help with understanding the challenges of investment planning and properly managing inherited wealth. They are deeply committed to putting your loved ones in a position to make informed financial decisions, while also assisting them in achieving the long-term goals you have in place.
As experienced wealth advisors, the team focuses on alleviating clients’ concerns about their finances and taking the emotion out of investing by putting an investment plan in place to keep them from overreacting during periods of market decline and growth. Their 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 that your best interest is their top priority when you become a client of Lighthouse Wealth Management, which holds themselves to the highest standard of client care and act in your sole interest in the work they perform on your behalf. Their team prefers to engage in advisory relationships, so their compensation is directly tied to the performance of your portfolio.
Lighthouse Wealth Management believes it is their duty to help protect clients from the financial storms that can negatively impact lifelong dreams.
2205 McGregor Blvd. | Fort Myers
239-344-7575 | www.lwm-llc.com