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.
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
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.
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™.
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.