I have been a Lighthouse Wealth Management since mid-2018 and have no hesitation in recommending them to others. Initially, their most immediate asset was simply being local; but once I had begun the serious business of determining their actual full potential as wealth managers, I was very pleased to discover they fit all my requirements. Briefly, here’s my list: being generally well connected in the financial world… representing a superior product range… driven by genuine concern for each client’s unique ‘life reality’ and goals… advisor’s readily demonstrable product knowledge… advisor team’s depth, accessibility, and responsiveness… and consistently delivering what they initially promised. No mean feat. This may sound like a shameless ad, but in fact it’s my honest assessment.
