Insights

Long-Term Expertise Lightship Wealth Strategies has over 25 years of experience in wealth management, positioning them as a trusted advisor for clients seeking comprehensive and personalized financial planning solutions.

Boutique Growth Potential With a small team of 2-10 employees and revenue between 10 and 25 million dollars, the company offers unique opportunities for tailored services and scalability within the independent wealth management sector.

Technology Adoption Utilizing advanced tech like AWS, Cloudflare, and JSON-LD indicates the company’s commitment to modern digital infrastructure, which can be leveraged for enhanced client engagement and data security solutions.

Financial Stability Generating substantial revenue in a competitive industry and operating independently suggests a stable financial position, making them a reliable partner for strategic business collaborations.

Market Positioning Operating within a sector dominated by large firms such as Fidelity and Morgan Stanley, Lightship Wealth Strategies presents an opportunity for niche services or specialized financial offerings tailored to high-net-worth individuals.

Similar companies to Lightship Wealth Strategies, Inc.

Lightship Wealth Strategies, Inc. Tech Stack

Lightship Wealth Strategies, Inc. uses 8 technology products and services including Varnish, Amazon Web Services, Cloudflare, and more. Explore Lightship Wealth Strategies, Inc.'s tech stack below.

Varnish
Caching
Amazon Web Services
Cloud Hosting
Cloudflare
Content Management System
JSON-LD
Javascript Frameworks
FingerprintJS
Javascript Libraries
WPBakery
Page Builders
PHP
Programming Languages
Apache
Web Servers

Media & News

Lightship Wealth Strategies, Inc.'s Email Address Formats

Lightship Wealth Strategies, Inc. uses at least 1 format(s):

Lightship Wealth Strategies, Inc. Email Formats	Example	Percentage
First@lightshipwealth.com	John@lightshipwealth.com	43%
Last@lightshipwealth.com	Doe@lightshipwealth.com	11%
First.Last@lightshipwealth.com	John.Doe@lightshipwealth.com	3%
First@lightshipwealth.com	John@lightshipwealth.com	43%

Frequently Asked Questions

Where is Lightship Wealth Strategies, Inc.'s headquarters located?

Lightship Wealth Strategies, Inc.'s main headquarters is located at 2344 Washington Street 2nd Floor Newton Lower Falls, Massachusetts 02462 United States. The company has employees across 1 continents, including North America.

What is Lightship Wealth Strategies, Inc.'s phone number?

You can contact Lightship Wealth Strategies, Inc.'s main corporate office by phone at

+1-617-581-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lightship Wealth Strategies, Inc.'s official website and social media links?

Lightship Wealth Strategies, Inc.'s official website is lightshipwealth.com and has social profiles on LinkedIn.

What is Lightship Wealth Strategies, Inc.'s NAICS code?

Lightship Wealth Strategies, Inc.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lightship Wealth Strategies, Inc. have currently?

As of February 2026, Lightship Wealth Strategies, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include President: J. W.Managing Director: S. S.Client Service Director: B. M.. Explore Lightship Wealth Strategies, Inc.'s employee directory with LeadIQ.

What industry does Lightship Wealth Strategies, Inc. belong to?

Lightship Wealth Strategies, Inc. operates in the Investment Management industry.

What technology does Lightship Wealth Strategies, Inc. use?

Lightship Wealth Strategies, Inc.'s tech stack includes VarnishAmazon Web ServicesCloudflareJSON-LDFingerprintJSWPBakeryPHPApache.

What is Lightship Wealth Strategies, Inc.'s email format?

Lightship Wealth Strategies, Inc.'s email format typically follows the pattern of First@lightshipwealth.com. Find more Lightship Wealth Strategies, Inc. email formats with LeadIQ.

Lightship Wealth Strategies, Inc.

Q: What technology does Lightship Wealth Strategies, Inc. use?

Lightship Wealth Strategies, Inc.'s tech stack includes Cloudflare Bot Management, Open Graph, Nginx, parallax.js, FingerprintJS.

Investment ManagementMassachusetts, United States2-10 Employees

We are an independent financial firm that has been helping individuals and families establish and maintain their long-term financial goals since 1983.

Having been in wealth management industry for over 25 years, we bring both a historical and practical perspective to our process. That process provokes our clients to reveal their goals so we can help them pursue their dreams comfortably.

We appreciate your interest in Lightship and sincerely look forward to serving you.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lightship Wealth Strategies, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Company Overview

Headquarters: 2344 Washington Street 2nd Floor Newton Lower Falls, Massachusetts 02462 United States
Phone number: +1-617-581-****
Website: lightshipwealth.com
NAICS Code: 5239 - Other Financial Investment Activities
Employees: 2-10