Lighthouse Financial Email Format

Investment ManagementCalifornia, United States11-50 Employees

Lighthouse Financial Services, Inc. is a Registered Investment Advisor regulated by the Securities and Exchange Commission, operating in the investment management sector. It emphasizes that investment management and wealth management are equally important for high net worth clients, treating them as interconnected components of long-term financial success. The firm describes using a time-tested decision process that centers on strategic asset allocations for each phase of the investment cycle, with a goal of growing and protecting wealth over the long run. Its regulatory status includes standard disclosures noting that registration does not imply a particular skill level and that past performance is not indicative of future results, with investing inherently carrying risk.

Based in Brea, California, the firm is a small to mid-sized advisory service serving clients seeking professional guidance in preserving and growing wealth. The team provides personalized service as part of its investment and wealth management offerings and works with clients to pursue their financial goals.

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