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Strategic Advisors Finding creative solutions that help you efficiently
turn your vision into tangible, measurable results.
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Lighting the way to your financial freedom…

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Transforming a clear vision into tangible results.

Straight talk. Clear strategy. Singular focus.

Since 2003, Lighthouse-SA has offered innovative investment strategies for discerning investors who look to us to help them achieve their best personal and financial goals.

Our professional mission — and passion — is to understand and facilitate our clients’ vision of success. We help our clients convert what matters to them into practical, realistic objectives. Written plans, communicated clearly and executed seamlessly – that’s what we do for you.

The Dynamic Investment Optimization™ process we pioneered offers a clear view of the critical details necessary to transform your vision into tangible, measurable results. Fundamental differences exist between advisors and firms that promise, and advisors and firms that deliver. Lighthouse seeks to deliver results that matter.

Systematic

A sound, systematic approach drives the dynamic execution process that converts our client’s vision into tangible results.

Transparent

Our client relationships are built on interactions that are open, honest and up-front.

Accountable

Duties are performed, deadlines are met, value is produced, and your goals are achieved.

Excellence

We work diligently with every client to cascade their vision into realistic goals.

Why Choose us

Our Philosophy

The financial world is overpopulated by subjective, vague, philosophical theories masquerading as dependable business plans. What sets Lighthouse apart? Our philosophy drives our actions. Our clients enjoy an integrated holistic relationship grounded in comprehensive strategies rather than piecemeal transactions.

We know if you could manage your own portfolio, you would. A great CEO surrounds him or her-self with great people whose skill sets complement their own. We fulfill that role for you. Unlike firms that attempt to provide the entire range of financial services under one roof, we believe the best way to achieve your ultimate vision of success is to seek out experts who provide brilliant strategic execution in their specialized field. We leverage this specialized expertise to first, help you articulate your vision and goals, and second to distill these down to a written document. We regard this as a crucial step. It enforces a high level of clarity and becomes the foundation of the strategic plan we execute to help you realize your vision and goals. We then surround you with a team of professional advisors that understand your vision who will work collaboratively with your existing team of tax, insurance and legal professionals in pursuit of your goals

AT-A-GLANCE

Straight talk

A clear strategy. A singular focus on transforming a clear vision into tangible results. That’s what Lighthouse Strategic Advisors is about. Our professional mission and passion are to understand and facilitate our clients’ vision of success. We help our clients convert what matters to them into practical realistic objectives through written plans clearly communicated and executed seamlessly. We have innovative investment strategies for discerning investors who look to us to help them achieve their best personal and financial outcomes. The Dynamic Investment Optimization™ process we pioneered offers a clear view of the critical details necessary to transform your vision into tangible, measurable results. Fundamental differences exist between advisors and firms that promise, and advisors and firms that deliver. Lighthouse seeks to deliver results that matter.

2003

FOUNDED IN

$186,973,009
ASSETS UNDER MANAGEMENT
5

Number of Advisors

2

Operations Specialists

Let us help you reach your goals

OUR SERVICES

LIGHTHOUSE CLIENTS

ACROSS AMERICA

Have a Question? Give Us A Call!

Get a free evaluation. Call now +1-916-486-7350

MEET OUR TEAM

The following professionals
make up our diverse firm:

Lighthouse Strategic Advisors is designed around the needs of our clients. By putting clients’ needs first and by working proactively with their other advisors, we continually demonstrate our ability to provide dynamic execution of the critical financial details in clients’ lives. Our universal application of the STAR Method™ has given our clients the confidence to focus their time and energy on the activities that matter most to them, what we like to call their Perfect Calendar™.

AT-A-GLANCE

Network - The Financial Services

When you look at your financial advisor and their local office, what you don’t see are the myriads of people and organizations that they have partnered with in order to provide you with the personalized financial advice that you are seeking. Behind the scenes, your advisor has aligned with a broker-dealer, a branch office, investment companies, technology firms, insurance agencies, research teams, and a wealth of other professionals in order to ensure that they have the support needed to help you plan for your financial future.