Lighthouse Financial Management, LLC

401-596-3392
85 Beach Street Building D
WesterlyRI 02891

Fax: 401-596-3332
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Business Information

Financial planning, financial planner, investment management, wealth management, income tax, retirement planning, fee only, fee based
Portfolio management comprised of asset allocation, security and manager selection, periodic rebalancing of investments, and comprehensive quarterly performance reporting. Financial planning consultations for specific problems or concerns: Estate planning Risk management Income tax planning Retirement and employee benefits Stock option planning Educational planning Individual income tax preparation provided by StephenÂ’s affiliated CPA firm, www.poplaskicpa.com. Individual income tax preparation provided by StephenÂ’s affiliated CPA firm, www.poplaskicpa.com.
1999
NAPFA, AICPA, FPA

Business Description

Lighthouse Financial Management is a total-care, independent advisory firm that guides individuals and families in building, preserving and transferring wealth. Offering total wealth management services since 1999.

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