About Lighthouse

It is about… why?

It is not what we do, or even how we do it, but why we do it that makes Lighthouse special.

For Private Clients, we wanted to create the Family Office that you would create for yourself.  We believe that the traditional “financial consultant” model is inherently flawed.  We believe that clients desire and deserve a truly Independent, Objective and Conflict-Free relationship that goes far beyond being sold financial products.  We believe that, with wealth comes complexity.  Eventually, this complexity can feel unmanageable and overwhelming.  Our role is to bring clarity and control to your financial affairs, to be your Advocate  and provide piece-of-mind.