📍 Based in Red Bank, New Jersey — serving clients across the Greater New York metropolitan area.

With over 90 years of combined experience and two decades of collaboration, Totland, Meyer & Tendler deliver a comprehensive, holistic approach to financial planning. The team proudly serves a diverse range of clients, including high-net-worth individuals, families, and small business owners, offering tailored strategies designed to meet each client’s unique goals.

Grounded in fiduciary responsibility and personalized service, the partners hold CFP® designations and embrace a collaborative, high-touch model. By approaching every client relationship as a unified team, they provide a broad strategic perspective and complementary expertise—ensuring thoughtful, well-rounded guidance across all areas of their clients’ financial lives.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org) / SIPC (sipc.org).

The financial professionals associated with Lighthouse Private Wealth may discuss and/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.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Lighthouse Private Wealth

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