How We Serve
Since 2006, Lighthouse Financial Wealth Management has been a prominent financial firm in Delaware and Pennsylvania. We have made it our mission to educate and advise clients on how to avoid the common mistakes many investors make. We are a full-service firm that prioritizes putting our clients first by advising and educating them. We serve as your financial advisor, focusing on your individual financial needs.
We commit to you that we will not rush you into decisions. There could be several discovery meetings where you learn about us, and we can fully understand your goals and concerns. We have a reputation in the industry for developing and keeping long-term relationships with our clients.
Because we are independent advisors, we can represent any company or type of investment. A wide array of investment options allows us to make non-biased recommendations that appropriately fit our client's needs. Some clients have had the mindset that they only have three investment options: stocks, mutual funds, and CDs. We strive to educate people and show them a new way of looking at their money. It is rewarding to genuinely help our clients and share investment options that fit their needs. We have no minimum or maximum wealth requirements and have enjoyed planning with people from all walks of life.
We commit to you that we will not rush you into decisions. There could be several discovery meetings where you learn about us, and we can fully understand your goals and concerns. We have a reputation in the industry for developing and keeping long-term relationships with our clients.
Because we are independent advisors, we can represent any company or type of investment. A wide array of investment options allows us to make non-biased recommendations that appropriately fit our client's needs. Some clients have had the mindset that they only have three investment options: stocks, mutual funds, and CDs. We strive to educate people and show them a new way of looking at their money. It is rewarding to genuinely help our clients and share investment options that fit their needs. We have no minimum or maximum wealth requirements and have enjoyed planning with people from all walks of life.
Lighthouse Financial Investment Process
- Understand your comfort level with market risk
- Develop a "best fit" investment strategy
- Create a tailored portfolio based on your risk tolerance and "best fit" strategy
- Actively monitor your investments, adjusting when needed due to life or market changes
- Regular check-ins with updates on account performance
