Lighthouse Wealth Group Information

We’re more than investment managers. At Lighthouse Wealth Group, we combine extensive financial planning, independent, objective solutions, knowledgeable advice, and shareable wisdom to help guide you toward holistic financial health and freedom. We focus on your financial goals so that you can focus on turning your dreams into realities. We assist you with: ● Business Owner Planning ● Estate Planning Strategies after the Loss of a Loved One ● Planning for Retirement ● Family Wealth ● Transitioning into Retirement ● Planning Estate and Charitable Legacy ● Saving Efficiently when Self-Employed ● Analyzing Financial Situation and Suggesting Improvements ● Sorting Financial Options with a Divorce ● Changing Careers ● Legacy Planning ● Selling a Business ● Reviewing Insurance ● Solving Income Tax Issues ● Saving for Education ● Managing Investments ● Financial Planning ● Explaining What You Don’t Understand Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities services are offered through Steward Partners Investment Solutions, LLC (SPIS), registered broker/dealer, Member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory (SPIA), a registered investment advisory. SPIS and SPIA are affiliates of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.