Lighthouse Wealth Partners
Why pick this one
Lighthouse Wealth Partners provides fiduciary, fee-based financial planning and investment management with CFP® guidance for retirement, estate, and tax planning.
Best for
- Pre-retirees and retirees planning retirement income
- Young professionals seeking personalized financial planning
- Small business owners needing cash-flow and long-term growth guidance
- Families coordinating investments, insurance, taxes, and estate planning
- Clients seeking ongoing investment monitoring
Specialties
- retirement planning
- investment management
- income strategies
- estate planning
- comprehensive financial planning
- small business owner guidance
- Medicare planning
Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional® (RICP®)
- National Social Security Advisor (NSSA®)
What makes them different
- Established in 2018 through the merger of Sunrise Wealth Partners and Lighthouse Financial Group
- Lighthouse Financial Group roots date to 2005
- Fiduciary fee-based financial planners
- Open architecture approach to financial solutions
- Structured process includes client information gathering, financial analysis, planning format, and ongoing investment monitoring
- Serves
- Wilmington, Ocean Isle Beach
Distilled from this business's own website.
Contact & Location
- Address
- 3945A Market St, Wilmington, NC 28403
- Phone
- 9103431554
- Website
- https://www.lighthousewealthpartners.com/
- bill@lighthousewealthpartners.com
Services
- financial planning
- investment management
- retirement planning
- estate planning
- income planning
- life insurance planning
- tax optimization
- risk management