Jon Wolff is a highly respected advisor in the Northeast. He brings over 3 decades of investment and financial planning experience to Lightship Wealth Strategies, a nationally recognized financial firm he founded in 2006.

Truly committed to his field, Jon’s client-centric process uncovers and defines what financial success looks like and develops a customized, strategic plan to meet your goals. He specifically focuses on providing sophisticated wealth planning and investment management strategies to affluent families, widows, and small institutions- all niches that require succession planning and legacy building. Thousands of clients and their families have trusted Jon with their financial futures.

His keen knowledge and insights have been featured by noteworthy, financial and business institutions throughout the US. Jon’s thought leadership has been featured in media outlets like Bloomberg and Newswire, to name a few.

In his spare time, Jon is an accomplished scrimshaw and wood carver, which speaks to his commitment and attention to detail, something he brings into every client relationship. Jon grew up in Guilford, Connecticut and enjoys giving back to the surrounding communities that raised him. The Boston Health Care for the Homeless is one institution that he’s lead multiple campaigns for which led to his spot on their Wall of Fame.

With his genuine approach, concern and commitment for his community, and his legacy building focus, it comes as no surprise that he has helped over 1000 families retire with confidence.

Licenses and Certifications:

• FINRA Series 6, 7, 9, 10, 63, and 65 securities registrations as an Investment Adviser Representative
• Chartered Life Underwriter® (CLU®) certification from The American College
• Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies