Lighthouse Advisory

 

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.

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For Private Clients, 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 and provide peace-of-mind.

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For our Adviser Clients, we believe that the most valuable elements you deliver to your clients are your time and counsel.  In order to maximize the time you can spend with your clients, we apply years of executive leadership experience in the industry to deliver a compendium of time-tested and proven techniques focused in three major areas; Strategy, Messaging and Practice Maximization.