Clear Direction for Wealth Management – Guided by Principals

Lighthouse Private Client Corporation is an independent regulated financial institution and full service investment dealer. We provide access to superior wealth management solutions for individuals, family offices and select institutional accounts. Our central mission is to know more and use information better in developing customized strategies for the preservation and growth of our clients’ capital.  We manage risk while striving for superior long-term investment returns with a global perspective.

Lighthouse Private Client is staffed with a strategic combination of qualified and experienced professionals.  The firm's ownership is shared between operating principals and supportive founding client families.  Core competencies include: private banking, discretionary managed accounts, unified multi-custodial account reporting, trust, estate, risk management, and advanced financial planning services.  Exclusive investment and merchant banking solutions are also available through our integrated corporate finance department.