At Lighthouse Legacy Advisors, we believe wealth is a tool to help you live well today while building a lasting legacy. Our approach is rooted in stewardship and thoughtful planning that aligns present priorities with long-term goals.

We work with business owners, individuals, and families to manage and preserve wealth, helping you direct it intentionally in support of the life you enjoy now and the legacy you hope to leave.

Investment Planning
We design strategies aligned with your goals, risk tolerance, time horizon, and legacy objectives. Portfolios may include traditional investments, alternative strategies, private offerings, and tax-efficient vehicles, coordinated with your advisors.

Business Planning
For business owners, your company is central to your legacy. We provide guidance around ownership, succession, and corporate retirement plans such as SIMPLE IRAs, 401(k)s, and defined benefit plans.

Tax Planning
We take a proactive approach and collaborate with your CPA and legal team to help align strategies over time.

Estate Planning
We work with your legal and tax professionals to help design strategies that reflect your values and protect future generations.

Thoughtful planning brings clarity to today and purpose to tomorrow. We count it a privilege to serve our clients and invite you to start a conversation.










Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. 

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The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Lighthouse Legacy Advisors

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Lighthouse Legacy Advisors

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