Lighthouse Financial Management

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Lighthouse Financial Management — overview

Assets Under Management

Type

Wealth Manager

Location

Westerly, RI, US

Alternative Asset Classes

-

About

Established in 2004, Lighthouse Financial Management is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary basis. Its services include financial planning, tax planning, estate planning, cash flow planning, retirement planning, portfolio management, and investment management services. The firm provides advisory services to individuals, families, small businesses, and employer-sponsored retirement plans.

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