Frequently Asked Questions
To provide you with background information regarding Lighthouse Investment Group, Inc., here are the answers to some questions you might have:
Why is Lighthouse Investment Group considered one of Boston’s leading financial advisors?
We work with CPAs and estate planning attorneys and provide a “three-tiered approach” together with decades of expertise and a broad variety of services (stocks and bonds, retirement plans, and managed accounts). Although we serve clients across Boston, the South Shore, and beyond, our office is located in Rockland, Massachusetts.
What types of clients do you serve as a wealth management firm in Boston, MA?
We offer individualized financial strategies for individuals, families, businesses, professional athletes, endowments, and nonprofit organizations seeking asset allocation guidance, retirement planning, and long-term wealth growth. We tailor each strategy to the client’s time horizon, objectives, and risk tolerance.
What sets Lighthouse apart for financial planning and wealth management?
We prioritize performance tracking, partnerships with trustworthy advisors, personal service, and seamless tax and estate integration.
Do you provide financial services and retirement planning outside of Boston?
Absolutely. We proudly serve clients throughout the Greater Boston area, including communities such as Newton, Brookline, Wellesley, Hingham, Duxbury, Marshfield, and many other surrounding suburbs. We also work with clients across the United States.
Our client base extends from the East Coast to the West Coast, with a significant presence in major metropolitan areas such as New York City, Washington, D.C., Seattle, and San Francisco. Regardless of where our clients reside, we tailor our financial and retirement planning strategies to their individual goals, circumstances, and local needs.
What does your process look like when working with a new client?
We begin by evaluating your needs, investigating your objectives, formulating a plan, and then continuously tracking the outcomes.
How do you work with CPAs and estate planning attorneys?
To connect your investment strategy with your entire financial and legal picture, we maintain professional relationships that bring tax and legal planning into the discussion.
What can I expect from your Boston-area firm if I become a client?
Quarterly statements, year-end tax reports, performance reports, and transaction confirmations will all be sent to you. Additionally, your adviser will always be available to you.
Do you guarantee investment returns?
No. Investment returns cannot be guaranteed. Diversification and asset allocation do not guarantee a profit or protect against loss, including during declining markets.
How can I get in touch with you or start working with your Boston-based financial advising firm?
You can contact bjoyce@lighthouseinvestment.com, jjoyce@lighthouseinvestment.com, or call (781) 834-2600.
Do you provide wealth management services tailored for C-suite executives?
Yes, we provide specialized wealth management for C-suite executives such as CEOs, CMOs, and CFOs. C-suite executives often face complex financial considerations, including concentrated compensation, equity awards, insider trading restrictions, and sophisticated compensation packages.