Truly Independent. Fully Focused on You.
At Lighthouse Investment South Shore, we are proud to be a fully independent financial firm.
That means our only priority is you—not a brokerage house, not an insurance company, and not a bank.
Our recommendations are based entirely on your unique financial goals, and each portfolio decision is grounded in thorough analysis, not commissions or corporate affiliations. Every strategy we develop is designed solely with your best interests in mind.
Comprehensive, Personalized Financial Services
We are a full-service firm offering a wide range of financial services, including:
- Financial Planning
- Tax Planning
- Retirement Planning
- College Planning
- Estate Planning
As a fee-based financial firm, we offer transparent pricing and free ongoing consultations for our asset management clients. We work closely with you over time, adjusting your plan as your life evolves.
Professional Partnerships for Holistic Planning
To provide you with complete financial support, we’ve built valued alliances with accountants and estate planning attorneys. These relationships allow us to help coordinate your broader financial picture—so all aspects of your plan work in harmony.
Investment Products & Services
Through our advisor’s affiliation with LPL Financial, a registered broker/dealer and member FINRA/SIPC, we offer a comprehensive suite of investment and insurance strategies, including:
- Full-Service Stocks and Bonds
- Traditional & Roth IRAs, SIMPLE IRAs, SEPs, 401(k) Plans
- Retirement Plan Rollover Strategies
- Managed Investment Accounts
- Taxable and Tax-Free Mutual Funds & ETF’s
- Fixed and Variable Annuities
- Life Insurance for Estate Planning
- Charitable Giving Strategies via Trusts and Foundations
- Money Market Accounts