My husband and I have been clients of Lighthouse Wealth Management since 2007. Since our very first meeting with the team we felt that they had our best interests at heart and that they listened to our long-term goals and expectations for our investments. They wanted to get to know us before putting together a suggested plan for our approval. We particularly like the fact that they include you in any decisions and do regular reviews so that you are always aware of your investments, taking time to answer any and all questions you may have. And they are really listening. Their balanced approach to investing is one that gives us confidence every day and particularly during times of market turbulence. Their knowledgeable team, Gary, Angela, Dave and Jean always make you feel at ease and are always there to assist you and respond to your needs in a prompt, professional manner. We would highly recommend Lighthouse Wealth Management.
