About the Lighthouse Team
The Lighthouse team provides qualified investors with holistic financial planning, investment management, tax planning and tax preparation*, and estate planning. We specialize in servicing retirees, high-net-worth individuals and families, business owners, federal government employees, and teachers. When you work with the Lighthouse Team, you get the best of both worlds: a small, boutique firm feel, combined with the resources of a large, RIA firm. Let’s connect to find out how we can help.
*Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®
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Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.