We look beyond the numbers to find sensible solutions that work for you.
Our services are designed to help you build confidence in your current and future financial decisions. As fee-only advisors, we are compensated solely by our clients based on the assets we manage for you.
We assist families, businesses, working professionals, and retirees in Rhode Island, Connecticut, and across the country. Our typical clients have busy lives and want to delegate their retirement planning and investment management to a trusted advisor.
Our investment strategies are disciplined and academically based.
Lighthouse provides a disciplined, academically based investment experience tailored to each client’s needs. As a result, diversified investment portfolios are constructed to match each client’s goals and willingness, need, and ability to accept market risk, generally known as your “Risk Profile.”
Our emphasis on income tax planning and preparation gives us a unique insight into the interaction of tax on retirement income needs and other financial goals.
Tax planning and preparation are critical parts of our overall financial planning services. At Lighthouse, we view tax planning as a forward-looking strategic approach. As a result, we look at the tax impact of decisions throughout the year rather than just reactionary ones in April.
We also prepare individual federal and state income tax returns for our clients with $500,000 or more under our management at no additional charge.