Broker Check

Welcome to Lighthouse Wealth Partners

We are an independent financial services firm focused on guiding your way toward a secure financial future.

RETIREMENT PLANNING

We all dream of the day that we can step away from working and enjoy time on our own terms; however, there are many factors to consider when planning for that day: inflation, market risk, longevity and medical expenses are just a few. We have experience navigating these waters, so let’s start a conversation to begin working on a strategy for your big day.

Learn more

TAX PLANNING

It’s not about how much you save, but how much you keep. We work closely with our clients to learn their individual situations and structure a plan that maximizes the use of current tax codes.

Learn more

ESTATE AND TRUST PLANNING

Is it important to protect the ones you love after you’re gone? We strategize together to safeguard your lifestyles and property.  It may also be important to consider taxes and costs that inevitability come with processing these events. You’ve worked hard for your assets, it makes sense to preserve them.

Learn more

SCHEDULE A MEETING WITH AN ADVISOR

We’d love to hear from you. Give us a call and we’ll get started.

Contact Us

Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

The Best Apps in Travel

The Best Apps in Travel

Technology tips to make your next trip even better.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.