you can trust
Lighthouse Capital is a service-focused registered investment adviser that provides objective investment advice to individuals, families, and corporations.
With decades of collective experience in the financial services industry, our team has the skills and knowledge necessary to deliver for our clients.
Our mission to provide meaningful and trusted investment advice that guides our clients to their financial goals.
We guide our clients by intently listening to their goals, and then craft a custom investment portfolio to fit their needs.
We achieve excellence by putting forth honest and trustworthy research, data and analysis. No stone is left unturned.
We help make smarter and more strategic investments for generations to come by budgeting for life insurance & establishing trust accounts. We are your experts to guide you through the process.
As our most popular service, we provide investment advice on IRA's, SEP IRA's, SIMPLE IRA's, and qualified retirement plans such as 401k's and 403b's.
We assist families planning for college, and also those seeking advice on mutual funds, ETF, and publicly traded stocks and bonds.
According to a report, Fidelity, the largest 401k provider in the country, will now act as a plan level investment fiduciary to certain 401k plans. However, many advisors feel as though Fidelity has an inherent conflict of interest in acting in this capacity which may expose plan sponsors to a violation of the new DOL […] Read More
This month, the authors of our Monthly Newsletter shed additional light on the gender pay gap issue and the impact it has on women saving for retirement. Citing statistics from the US Department of Labor, women are more likely to work part-time jobs than men, and part-time jobs are far less likely to offer a […] Read More
(Source) – A federal judge has for the second time dismissed a lawsuit seeking class action status alleging that Chevron’s retirement plan overpaid Vanguard in recordkeeping fees. The claim, brought last year by Schlichter, Bogard & Denton, asserted that the $19 billion plan violated the Employee Retirement Income Security Act in part by paying Vanguard […] Read More