As business owners ourselves, we understand how easy it is to get bogged down in the day-to-day complexities of running a business. Let us take the planning side off your plate so that you can focus on what you do best. For business owners, Lighthouse Private Wealth provides advanced corporate planning services geared toward integrating your corporate financial and business planning with your personal wealth management strategy. Through a multi-disciplinary approach, we integrate tax planning, asset management, insurance strategies, and intergenerational wealth management. The end results include a plan that provides simplicity and focus, and a significant improvement to your after-tax spending power. Your business can run more smoothly and be better protected from risk as we partner with you to make sound financial decisions.
In addition to partnering with you to simplify and improve your business’ impact to your personal and family life, Lighthouse Private Wealth has access to industry leading product providers so we can help you manage your company pension plan, group benefits programs, and group retirement savings programs. Our team will review your current programs and will work toward identifying opportunities that will ensure you attain the greatest value for your valued employees while minimizing the financial burden to your bottom line.
Matthew Aston is the most honest and trustworthy person I have ever had to represent my financial and insurance needs. He also has a wonderful personality to go along with his work ethic. I would recommend Matthew for any person or business to hire.
Ever since they have taken over looking after my investments, my returns have been better than I thought possible. Consistently making more than 10% per year without having to experience a lot of volatility. I would certainly recommend their team to anyone.
I took my portfolio to James for a free consultation where he pointed out to me many issues that were causing me to lose money. Within two years James had made up the losses in my portfolio plus a tidy little profit.
He is very knowledgeable and is aware of market conditions at all times, taking the time to meet with us personally to communicate and update us so that we feel comfortable that our life savings are in capable hands.
He is different than any other wealth manager we have worked with....When running a business, there is little time left to babysit our professionals. We need a partner we can trust to do that for us. Thankfully, Matt is happy to help us with that whenever it’s needed.
I would highly recommend Matthew and his team to anyone and everyone that is tired of the mediocre and would like to have excellence, quality service, expertise, and care in the area of their wealth. This is one partnership you won’t regret.
We have been a client of James Hughes for the past 13 years. James is always helpful, knowledgeable and he has always guided us through the many arms of our financial and retirement planning.
James provides us with peace of mind, knowing that someone is diligently looking after our investments, suggesting changes as needed, and is constantly monitoring where we are in terms of our retirement plans.
Matt has been advising my wife Katharine and me since June 2010. Our initial meeting was to review our Insurance coverage. As Matt gained our trust we switched all of our mutual fund investments to his management (January 2011).
Kim and I have had a lot of bad luck with accountants and advisers. Thank goodness we were introduced to Matt Aston.