We act as coaches and advocates for your financial future and walk with you every step of the way. By being process-driven rather than product-driven, we are able to focus all of our energy on your needs and act as a source of guidance and support. Never a day goes by that we aren't learning something new and we love the ever-changing challenges we face together.
Contact us today if you have questions about your business or individual planning needs. Our advisors have a variety of backgrounds and use their knowledge and experience to better serve you. Meet our advisors based in Charleston and Minneapolis. In turbulent seas, when the horizon seems out of reach, sailors look toward lighthouses as their source of guidance and hope.
Contact us today if you have questions about your business or individual planning needs. Our advisors have a variety of backgrounds and use their knowledge and experience to better serve you. Meet our advisors based in Charleston and Minneapolis. In turbulent seas, when the horizon seems out of reach, sailors look toward lighthouses as their source of guidance and hope.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Wes received his Bachelor of Science degree in Business Administration from the College of Charleston, and his Masters in Health Administration degree from the Medical University of South Carolina. He has over 21 years of experience in. Clay is one of our valued financial advisors and specializes in financial planning and investment management for families and small businesses.
Christopher is the branch manager of our Minnesota office, where he assists clients in identifying and clarifying their short, intermediate, and long-term goals. He has been in the financial services industry for over 8 years, all with. Kit is a wealth advisor at Lighthouse Wealth Advisors, where he provides investment and financial advice to individuals, families, and businesses to help them successfully plan for their future.
Just as lighthouses have been guiding sailors for centuries, we guide you to a plan that is appropriate for your goals and help illuminate every step of your way. At Lighthouse Wealth Advisors, we do more than just put a client into a portfolio and manage their investments. We go beyond the services of a typical wealth management firm and offer a truly consultative approach, including individual, business, and insurance planning services.
We are committed to building long-term relationships with our clients and seek to work with them as they prepare for their family's financial milestones. When we work with clients, it's not merely transactional; it's personal. We act as your personal quarterback and help coordinate all aspects of your financial picture.
Reviews (4)
Michael Wilson
Jan 15, 2018
Report
Seth Rhyne
Oct 22, 2017
Report
When my wife and I were about to get married over four years ago, we decided to seek out a financial planner. We were so lucky that Clay Abel at Lighthouse Wealth Advisors was recommended to us. We can tell that he truly has our best interest at heart. He has given us sound advice on many financial matters, and he has helped us make important decisions about budgeting, various insurance policies, and retirement planning. He is thorough and takes the time to meet with us to make sure we understand the details about our financial future. We highly recommend his services!
Morgan L.
Aug 07, 2017
Report
Lauren Fuqua
Jun 01, 2017
Report
