At The Lighthouse Group, we are committed to delivering a white-glove client experience—one that goes beyond investment management to provide thoughtful guidance, proactive communication, and a truly personalized approach. Whether it’s offering perspective during volatile markets or collaborating with your CPA and attorney to craft a seamless financial plan, we see ourselves as more than just advisors—we are your partners and advocates.
With the deep resources and research capabilities of Oppenheimer, we provide comprehensive financial planning tailored to your unique needs. Our team takes a customized approach, building investment portfolios and recommending strategies designed specifically for your financial goals. Through direct access to Oppenheimer Asset Management in New York, we offer innovative portfolio solutions built for your individual circumstances.
