Financial Advisors

you can trust

ABOUT US

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

Our mission to provide meaningful and trusted investment advice that guides our clients to their financial goals.

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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

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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.

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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.

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GENERAL INVESTING

We assist families planning for college, and also those seeking advice on mutual funds, ETF, and publicly traded stocks and bonds.

PROJECTS DELIVERED
COFFEE MUGS EMPTIED
WORKING HOURS
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TOP RATED
Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.