Lighthouse Wealth Strategies

Lighthouse Wealth Strategies, LLC is a registered investment adviser located at 3312 Rosedale Street Northwest, Suite 201, in Gig Harbor, Washington. The firm offers discretionary portfolio management services, tailoring investment strategies to each client's specific needs and objectives. Financial planning is also provided as a complimentary service alongside portfolio management engagements.

Since its establishment in 2018, Lighthouse Wealth Strategies has focused on assisting clients with their financial journeys, particularly in planning for and living through retirement. The team of ten financial advisors collectively manages over $1 billion in client assets and works to build lasting relationships based on trust. They aim to create personalized financial plans that support clients through major financial milestones.

The firm advises on various investments, including mutual funds, exchange-traded funds, equity securities, and debt securities. Lighthouse Wealth Strategies offers advisory services through Charles Schwab & Co., Inc. and Fidelity (via Sowell Management), with securities offered through Trutoro.