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Lighthouse Wealth Management, Inc.

EST. AUM
$237,561,229

CONTACTS

CLIENT ACCOUNTS
800

Firm Details

Metro area Cleveland
CRD Number 157925
Website lightwealth.com
Client types

Overview

Lighthouse Wealth Management, Inc. is an independent, fee-only registered investment adviser headquartered in Ashland, Ohio, founded in 2011 by Tim Rowsey, CPA, and Greg Emmons, CFP®. Operating under a strict fiduciary standard, the firm provides comprehensive financial lifecycle planning, retirement income strategies, and discretionary portfolio management services. Serving individuals, high-net-worth families, trusts, and small-business retirement plans, the firm differentiates itself by integrating tax planning and tax preparation directly into its wealth management process. Utilizing a collaborative team of CPAs and CERTIFIED FINANCIAL PLANNER™ professionals, Lighthouse designs globally diversified, low-cost portfolios tailored to each client’s financial goals, time horizon, and risk tolerance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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