Lightship Wealth Strategies, Inc.

Lightship Wealth Strategies, Inc.

Investment-Management

Newton Lower Falls,...
Company Tagline

Committed to helping families and individuals navigate their financial future.

Industry Category
Investment-Management
Company Description

Lightship Wealth Strategies, Inc. is dedicated to guiding families and individuals toward a secure financial future. With a strong foundation in investment management, Lightship Wealth Strategies, Inc. has been instrumental in helping clients define and achieve their long-term financial objectives.

Located at 2344 Washington Street, 2nd floor, Newton Lower Falls, MA 02462, US, Lightship Wealth Strategies, Inc. offers a comprehensive suite of services tailored to meet diverse financial needs. Lightship Wealth Strategies, Inc. is committed to providing insightful advice and strategic solutions that empower clients to pursue their dreams with confidence.

Lightship Wealth Strategies, Inc. appreciates the opportunity to assist you in navigating the complexities of wealth management. We invite the manager of Lightship Wealth Strategies, Inc. to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's reach and impact.

Key Personnel / Employees
Justin Turcotte Evan Mattern CFP® MS Jonathan Wolff Jack Wolff CFP®

Compare Companies Side by Side

Compare Lightship Wealth Strategies, Inc. with 3 companies in Investment-Management

4 Companies
Comparison Field
Lightship Wealth Strategies, Inc.
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Zoe Financial
Zoe Financial
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Founded Year
2016 1994 2018
Company Size
2-10 2-10 11-50
City
Newton Lower Falls, MA Chennai, Tamil Nadu Seattle, WA New York, New York
Country
India United States United States
Skills & Keywords Comparing with main company
9 Total Skills
Wealth Management Financial Planning Investment Advisory Retirement Planning Estate Planning Asset Management Financial Services financial planning investment advising
14 Total 1 Common 13 Unique
Match 11%
Common Skills:
Estate Planning
Unique Skills:
Advisor Agent Balanced ELSS Equity Insurance +7
6 Total 6 Unique
Unique Skills:
AIF financial advising RIA shareholder activism / engagement SRI / ESG money management wealth management
4 Total 4 Unique
Unique Skills:
College Planning Financial Advisor Investment Strategy Tax Strategy
4
Total Companies
1994
Oldest Founded
2
Countries
32
Unique Skills

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Alternative Company Names

This company is also known as

Lightship Wealth Strategies Inc. 光船财富策略公司 लाइटशिप वेल्थ स्ट्रेटेजीज इंक. لايت شيب لثروات استراتيجيات লাইটশিপ ওয়েলথ স্ট্র্যাটেজিস ইনকর্পোরেটেড Лайтшип Велс Стратеджис Инк.