Working to create and sustain wealth for our clients
Lighthouse Wealth Management is an independent investment advisory team at HollisWealth specializing in helping affluent investors, and those with the habits and desire to become affluent investors, meet and sustain their retirement and financial goals.
Having unbiased and investment led advice is a key element in the comprehensive wealth management services and strategic advice we provide to our clients. There are no conflicts of interest because we are only accountable to you, our clients.
Armed with considerable experience and a diverse knowledge base, we work across generations to help in a variety of tangible and meaningful ways. You can count on a combination of proven investment processes, personalized and responsive service, efficient execution and transparent fees. We are committed to respectful and responsive client service and personalized account reporting that furthers your understanding of your investments and overall wealth strategy.