Lighthouse Wealth Management

Lighthouse Wealth Management

Investment-Management

Camp Hill, Pennsylva...
United States
Company Tagline

A fee-only financial planning and wealth management firm committed to a fiduciary standard of care.

Industry Category
Investment-Management
Company Description

Lighthouse Wealth Management is a leading investment management firm dedicated to providing comprehensive financial solutions. Located at 210 Grandview Ave, Camp Hill, Pennsylvania 17011, US, Lighthouse Wealth Management specializes in a range of services, including financial planning, investment management, retirement and social security planning, estate planning, gift planning, and tax planning. Adhering to a strict fiduciary standard of care, Lighthouse Wealth Management ensures that client interests always come first.

With a commitment to excellence, Lighthouse Wealth Management focuses on delivering tailored strategies that address the unique needs of each client. The firm's expertise in wealth management allows clients to achieve their financial goals through informed decision-making and proactive planning. Lighthouse Wealth Management emphasizes building long-term relationships based on trust and transparency.

Lighthouse Wealth Management is continually expanding its services and enhancing its capabilities to better serve its clients. The firm is committed to staying at the forefront of the investment management industry, ensuring clients benefit from the latest insights and strategies. We invite the manager of Lighthouse Wealth Management to create a customized and exclusive company showcase and product listing on our platform to further highlight your expertise and offerings.

Lighthouse Wealth Management est une société de premier plan en gestion de placements dédiée à fournir des solutions financières complètes. Située au 210 Grandview Ave, Camp Hill, Pennsylvanie 17011, États-Unis, Lighthouse Wealth Management se spécialise dans une gamme de services, y compris la planification financière, la gestion des placements, la planification de la retraite et de la sécurité sociale, la planification successorale, la planification des dons et la planification fiscale. Adhérant à une norme de diligence fiduciaire stricte, Lighthouse Wealth Management veille à ce que les intérêts des clients passent toujours en premier.

Avec un engagement envers l'excellence, Lighthouse Wealth Management se concentre sur la fourniture de stratégies sur mesure qui répondent aux besoins uniques de chaque client. L'expertise de l'entreprise en gestion de patrimoine permet aux clients d'atteindre leurs objectifs financiers grâce à une prise de décision éclairée et à une planification proactive. Lighthouse Wealth Management met l'accent sur la construction de relations à long terme basées sur la confiance et la transparence.

Lighthouse Wealth Management élargit continuellement ses services et améliore ses capacités pour mieux servir ses clients. L'entreprise s'engage à rester à l'avant-garde du secteur de la gestion des placements, en veillant à ce que les clients bénéficient des dernières perspectives et stratégies. Nous invitons le gestionnaire de Lighthouse Wealth Management à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre davantage en valeur votre expertise et vos offres.

Key Personnel / Employees
James Adams CFA CFP Teancum Light JD CPA CFP

Compare Companies Side by Side

Compare Lighthouse Wealth Management with 3 companies in Investment-Management

4 Companies
Comparison Field
Lighthouse Wealth Management
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Main Company
Polley Wealth Management
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Schrock Financial
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Godsey & Gibb Wealth Management
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Founded Year
2007 1985
Company Size
2-10 2-10 11-50
City
Camp Hill, Pennsylvania Orlando, Florida Rockingham, Virginia Richmond, Virginia
Country
United States United States United States
Skills & Keywords Comparing with main company
10 Total Skills
Investment Management Financial Planning Wealth Management Retirement Planning Estate Planning Tax Planning Financial Solutions Social Security Planning Gift Planning Medicare Planning
9 Total 9 Unique
Unique Skills:
Asset Protection Family Office Services Income Planning Investing Legacy Planning Philanthropy Planning +3
4 Total 4 Unique
Unique Skills:
Cash Flow Planning College Planning Debt Management Real Estate Planning
10 Total 10 Unique
Unique Skills:
Charitable Giving Strategy Family Wealth Advising Financial Advisors Financial Plans Insurance Consulting Investment Advisors +4
4
Total Companies
1985
Oldest Founded
1
Countries
33
Unique Skills

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Alternative Company Names

This company is also known as

Lighthouse Wealth Management 灯塔财富管理 लाइटहाउस वेल्थ मैनेजमेंट لايتهاوس لإدارة الثروات Маяк Управление Благосостоянием