The Lighthouse Wealth Management Group at Morgan Stanley

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The Lighthouse Wealth Management Group

OUR MISSION STATEMENT

Guiding families with care, so they may focus on the areas of their lives that bring them joy, meaning and purpose.

Our Story and Services

The Lighthouse Story

At Lighthouse Wealth Management Group, we guide families with care. We are a tightly-knit team of experienced professionals with complementary strengths and a cohesive goals-based outlook. Innovative by nature, we seek out new capabilities to create greater opportunities for our clients, yet our fundamental outlook is decidedly “old school.”  We value loyalty to each other and to the individuals and families we serve every day.  We have deep roots in our community and a deeper commitment to sustaining its character for future generations.

Our clients believe, as we do, in the importance of building a longstanding relationship with their wealth management team. They have grown to depend on our proactive, high service model that is specially designed to ensure every client feels like our only client. Above all, as a caring advisory team who understands the importance of family and the financial freedom to pursue personal interests, our clients appreciate our true passion for finding solutions to their specific life challenges.

As a multigenerational team serving multigenerational families, we are proud of the fact that many of our clients have been with us for more than 20 years. We are honored to work with their children and grandchildren, and often their parents. We work seamlessly to provide exceptional service, objective guidance and results-driven strategies. When you work with one of us, you get the best of all of us.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Experience

Experience

What truly sets us apart is our strategically assembled team of seasoned professionals.  We have fostered a diverse set of skills, becoming a financial beacon providing a focused comprehensive plan designed to navigate any financial challenge. We are committed to helping you grow and preserve your assets, so you spend less time worrying about your finances and more time focusing on the areas of your life that bring you joy, meaning and purpose.

We Are a Multigenerational Team Serving Multigenerational Families

We are proud to serve an exceptional group of people. Many are retirees. Some are multi-generational families. Others are working professionals and entrepreneurs. Essentially, all have accumulated significant assets and need a team of trusted advisors to help them:

       •    Maintain their current lifestyle now and in retirement

       •    Manage a major life transition with confidence, such as the sale of a business, the generational transition of assets, the receipt of a lump

    sum distribution, divorce or the loss of a loved one

       •    Serve future generations and leave a lasting legacy

A Guiding Light for You and Your Family

At The Lighthouse Wealth Management Group, we are devoted to earning your trust every day through ready access and open conversations, so we may be recognized as a guiding light, helping to secure your family’s financial success with clarity and peace for generations to come.

 

Our Clients

Clients

Our clients are much more than a portfolio of assets – they are families with active lives, who seek a team of advisors who will provide them with thorough, unbiased and carefully considered guidance on a full range of financial topics. When you work with us, you will be treated with respect, care, confidentiality and an unwavering commitment to you and your family.

We enjoy building deep and enduring relationships and have found we work best with individuals, families and business leaders whose priorities focus on:

•    Working with a team of thoughtful financial advisors
•    A multi-generational view of family
•    A long-range picture of retirement and personal goals
•    A conservative approach to investing
•    Open conversations about wealth planning and investment expectations

Our clients include:

•    Financially successful individuals
•    Multi-generational private wealth families
•    Retirees and individuals planning for retirement
•    Corporate executives, professionals and small business owners
•    Women seeking guidance for themselves and their family
•    Individuals experiencing a significant liquidity event, who need guidance in managing the financial and interpersonal complexities it creates

While each client has a unique personal and professional situation, collectively they all have one thing in common: they are focused on achieving very specific financial goals, so they may secure their family’s financial future and pursue their personal passions.

Working With You

Working With You

As your life evolves, not only does your financial strategy become more complex, but your options for implementing it increase as well. At Lighthouse Wealth Management Group, we use a goals-based process that measures success by how you’re progressing toward meeting the goals most important to you. This thoughtful approach enables us to design and implement appropriate solutions to guide you in achieving and maintaining financial success.

Step 1: Understanding You
We begin with an in-depth conversation to understand your goals and the goals of your family, the concerns you have and what you ultimately would like to achieve.

Step 2: Analyzing Your Needs
Next, we review your current and future financial situation, identify the likelihood of reaching your goals, and address any potential shortfalls or the impact of unexpected life events. In this step, we’ll also reach out to your CPA and estate attorney to understand your existing tax and estate plans, so we can coordinate our strategies.

Step 3: Tailoring a Solution for Your Specific Goals
Here, we’ll prepare a comprehensive wealth management plan that addresses your individual income and cash flow needs, investment objectives and guidelines, and risk/return parameters.

Step 4: Implementing Your Plan
With our guidance, you’ll have access to a comprehensive array of strategies, services and programs that work in tandem to help grow, preserve and transfer your wealth, while remaining aligned with your personal goals and aspirations.

Step 5: Monitoring Results Against Your Goals
We oversee your progress on a daily basis and review the performance through ongoing calls and meetings. We may recommend adjustments over time, due to changing market conditions or changes in your circumstances, to help keep you on track towards achieving your goals.

Location

Location

  • 50 A1A N, Suite 112
  • Ponte Vedra Beach, FL 32082


    Meet The Lighthouse Wealth Management Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Lighthouse Wealth Management Group today.

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