About Lighthouse Wealth Partners
Lighthouse Wealth Partners is a financial advisory firm that specializes in providing personalized wealth management services to individuals, families, and businesses. The firm focuses on creating tailored financial strategies that align with clients' goals and values. Their services include investment management, financial planning, retirement planning, estate planning, and tax optimization. With a commitment to transparency and integrity, Lighthouse Wealth Partners aims to build long-term relationships with clients, helping them navigate the complexities of wealth management. The firm prides itself on its client-centric approach, utilizing a comprehensive understanding of the financial landscape to deliver effective solutions. Their team of experienced advisors works closely with clients to ensure that their financial plans are adaptable to changing circumstances and market conditions.
Company facts
- Industry
- Financial Services
- Sub-industries
- Wealth Management, Investment Advisory, Financial Planning, Estate Planning, Tax Advisory
- Location
- Newport Beach, United States
- Employees
- 1–10
- Revenue (USD)
- <1M
Products and services
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