White Lighthouse Investment Management, Inc.

EST. AUM
$918,642,000

CONTACTS

CLIENT ACCOUNTS
1,311

Firm Details

Metro area Boston
CRD Number 108030
Website white-lighthouse.com
Client types

Overview

White Lighthouse Investment Management is an SEC-registered, fee-only registered investment adviser specializing in investment management, cross-border financial planning, and personal financial planning for expatriates worldwide. The firm primarily serves Americans residing in Switzerland and Swiss nationals residing in the United States. It employs diversified, low-cost ETF-based portfolios and emphasizes tax-efficient wealth management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

White Lighthouse Investment Management, Inc.

Platform Details

Investment Preferences

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Address

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