Pre/Retirees
We help you transition from accumulation to preservation with clarity and confidence. Whether you're approaching retirement or already enjoying it, we design strategies to support sustainable income, manage risk, and safeguard your legacy—so your wealth serves you now and into the next generation.
Business Owners
Your business is more than an asset—it’s a cornerstone of your legacy. We provide integrated guidance that aligns your enterprise with your personal wealth goals, from entity structuring and succession planning to executive benefits and corporate retirement solutions.
Families & Individuals
Whether you're building wealth or managing its complexity, we offer comprehensive strategies tailored to your goals, values, and stage of life. From investment and tax planning to estate and philanthropic design, we help you steward your resources with intention and purpose.
About Us
Your Guide in Purposeful Wealth Planning
At Lighthouse Legacy Advisors, our greatest priority is you. We take a personalized, relationship-driven approach—crafting strategies that reflect your values, support your goals, and adapt as life unfolds. This isn’t a one-size-fits-all plan. It’s your plan, built with care by a team who’s invested in your journey.
Do you know your Risk Number?
It’s a simple way to measure how much risk you’re truly comfortable taking and how that aligns with your financial goals. Take a moment to find yours, and we can help review your current portfolio to see if it’s truly aligned with your comfort level. Click on the button below to take the questionnaire to find out.