COMPASS LIGHTHOUSE CAPITAL, LLC is a highly recommended financial advisory firm that helps clients manage their wealth by offering customized financial planning, diversified investment strategies, and ongoing support and advice. With 15 years of experience in the industry, the firm currently manages over $500 million in assets with a team of 10+ qualified advisors.
The firm offers a range of financial services, including investment management, retirement and estate planning, tax planning, and insurance services. They cater to various client types, such as high-net-worth individuals, families, small business owners, corporate executives, and non-profit organizations, providing tailored solutions to meet their unique needs.
COMPASS LIGHTHOUSE CAPITAL, LLC charges clients a percentage of their assets under management, incentivizing them to help clients grow their wealth. They also offer fee-based financial planning and hourly consulting services. The firm is committed to maintaining ethical standards and has a clean record with no disciplinary actions.
The team at COMPASS LIGHTHOUSE CAPITAL, LLC are experienced and knowledgeable advisors, held to fiduciary standards, and always prioritize their clients' best interests. They may also earn commissions from the sale of insurance products but are transparent about this to clients.
At LEFILS WEALTH MANAGEMENT LLC, we pride ourselves on being a trusted and reliable source for financial advice. With over 15 years of experience and $50 million in assets under management, our expert team is dedicated to helping clients achieve their financial goals. We offer a wide range of tailored financial services, including retirement planning, investment management, tax planning, estate planning, insurance planning, and income planning.
Our team works closely with individuals, families, and small business owners to develop personalized financial plans that meet their specific needs and goals. As a fee-only firm, we are committed to acting in the best interest of our clients and ensuring that our advisors are not influenced by commissions or sales quotas. Transparency and ethical practices are fundamental values at LEFILS WEALTH MANAGEMENT LLC, and we disclose all fees and potential conflicts of interest to our clients.
Founded in 2018 by financial expert John Lefils, our firm is headquartered in New York City and has grown to a team of nine experienced advisors. We continuously strive to build long-term relationships with our clients and hold ourselves to the highest ethical standards, complying with all industry regulations and guidelines. Trust LEFILS WEALTH MANAGEMENT LLC as your partner in achieving financial stability and success.