About Us
We are an independent, multigenerational team of financial advocates who will always support you.
Our tailored financial planning and investment management services provide consistency, comfort, and confidence at every stage of your life and your family’s life. You can trust us to offer objective advice and prompt action to ensure all your important financial needs are addressed.
Wealth Management
You can trust that every critical detail is being addressed, and you won’t need to worry about how to manage every aspect of your financial plan – that’s our responsibility.
At Lighthouse Investment Group, Inc., our Wealth Management Team offers a wide range of in-house services. These primarily include financial planning and investment management, but we also provide additional essential services. Overall, we ensure comprehensive planning and meticulous execution while anticipating your needs.
We understand that every individual, family, or business has unique goals and priorities regarding what they want to achieve with their money and investments.
Services
We offer securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC
As an added value to our services, we have established professional alliances with an estate planning attorney and with a certified public accountant. We call it our “three-tiered approach” to financial planning.
Financial Advisors
Wealth Management
Tax Planning
Retirement Planning
Investment Management
Speak with a Professional
Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.
200 Ledgewood Pl, Suite 102A
Rockland, MA 02370
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