We are called Lightship Wealth Strategies, Inc., which is quite a mouthful. But we wanted our name to specifically state what we believe is our unique ability:

"Just like a lightship stands to guide all to safe haven, we strive to create and implement strategies, for families and individuals, which provide direction, clarity and confidence."

Having been in the wealth management industry for more than 25 years, we bring both a historical and practical perspective to our process. That process provokes our clients to reveal their goals so we can help them pursue their dreams comfortably. Find out more about our process . . .

We appreciate your interest in Lightship and sincerely look forward to serving you.

Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates,  client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers' future performance. For more information please visit www.fivestarprofessional.com.

Office: (617)581-6100
Fax: (617) 231-0664

Office Location:
2310 Washington Street
Suite 400
Newton Lower Falls, MA 02462

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