Who are we?
We're a small wealth management firm located in western Maryland. Our team focuses on delivering superb client service and education opportunities.
What do we do?
Lighthouse Wealth Management's unique offering is our 'Compass Program.' It's a centralized approach to managing a client's most common financial service needs. Experienced accountants, financial advisors, and estate attorneys collaborate together for your financial wellbeing. All under one roof, for one inclusive fee.
Why subscribe to our channel?
Our channel communicates the 'need-to-know' aspects of current economic, financial, and world events. We help you understand the content, without watering down the topic. Feel informed and confident to engage when tricky current topics arise in conversation.
We're not all business!
Subscribers also get to know the Lighthouse team on a personal level. We share snapshots into office culture and team members' trips and hobbies. Did you know we have an herb garden? Yep