An Investment Advisor
that you can trust
ABOUT US
Lighthouse Capital is a service-focused registered investment adviser that provides objective investment advice to individuals, families, and corporations.
Our Mission
Our mission to provide meaningful and trusted investment advice that guides our clients to their financial goals.
PERSONALIZATION
We guide our clients by intently listening to their goals, and then craft a custom investment portfolio to fit their needs.
TRUST
We achieve excellence by putting forth honest and trustworthy research, data and analysis. No stone is left unturned.
Our services
ESTATE PLANNING
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.
RETIREMENT PLANNING
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.
GENERAL INVESTING
We assist families planning for college, and also those seeking advice on mutual funds, ETF, and publicly traded stocks and bonds.