Lightship Wealth Strategies is an independent financial advisory firm that operates on a fee-only basis, emphasizing its role as a fiduciary to its clients. The company provides a range of services including holistic financial planning, investment management, retirement planning, and estate planning. They focus on a disciplined, evidence-based investment philosophy, aiming to build and manage portfolios that align with their clients' long-term financial goals and risk tolerance.

Founded in

United States