Categories
FINANCIAL ADVISORS/SERVICES
Driving Directions:
136 Gateway Blvd, Suite C
About Us
At Lighthouse Legacy Advisors, our name reflects our heart to guide business owners, families, and individuals through life’s important financial decisions. We help manage and preserve wealth, enabling you to enjoy the lifestyle you’ve worked for today, while also ensuring your resources serve future generations. With thoughtful planning and intentional strategies, we focus on creating a legacy that reflects integrity, responsibility, and a commitment to both the life you want now and the impact you wish to leave behind.
Our areas of focus include:
* Business Planning – Offering strategies to address business transitions, succession, and planning needs.
* Investment Planning – Helping you design an investment approach aligned with your goals, risk tolerance, and time horizon.
* Tax Planning – Working alongside CPAs and legal professionals to explore tax-efficient approaches as part of your broader financial picture.
* Estate Planning – Helping you prepare for the transfer of assets in a way that reflects your values and priorities.
We believe wealth is more than a balance sheet. Wealth is a resource that can reflect your values, serve your family, and impact the next generation. Our role is to walk alongside you with clarity and care, providing strategies and support so you can move forward with confidence in what matters most. We would be honored to connect with you and begin a conversation about how we may serve you and your family.
