Lighthouse Wealth Management, LLC is a Registered Investment Advisor. A Registered Investment Advisor is required to act as a fiduciary when giving advice to its clients. A fiduciary duty is the highest standard of care in equity or law. Richard S. Esposito serves as Managing Member of Lighthouse Wealth Management, LLC.
It is his duty to assure that the company lives up to its fiduciary duty to its clients. Our work as a fiduciary must follow legal and ethical guidelines that might be simply summarized as: We will make no recommendation that we would not also be comfortable with for ourselves or our families.
It is his duty to assure that the company lives up to its fiduciary duty to its clients. Our work as a fiduciary must follow legal and ethical guidelines that might be simply summarized as: We will make no recommendation that we would not also be comfortable with for ourselves or our families.
Services
Provide a thorough analysis of current financial situation, including savings, investment management and risk management strategies. Formulate big picture strategies based upon our macro analytical model for wealth building and wealth preservation. Provide an overall asset balance strategy for your stocks, bonds, real estate, hedge funds, collectibles and other alternative investments, including IRA's and 401(k)'s.
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