Lightship Wealth Strategies, Inc. is an independent, multigenerational team of financial advocates based in Newton Lower Falls, MA. With a focus on customized financial planning and investment management services, they provide consistency, comfort, and confidence to individuals and families at every stage of life. Their objective advice and timely action ensure that all important financial needs are met.
Lightship Wealth Strategies helps clients navigate through various life transitions, including retirement, individuals in transition, first-time families, and young professionals. Their team of experienced financial advisors has been recognized for their expertise, including being named among the Financial Times 400 Top Financial Advisers in 2016 and Forbes Best In State Wealth Advisors in 2023. With the Accredited Investment Fiduciary (AIF) professional designation, their advisors are committed to providing trusted guidance and acting in the best interest of their clients.
Generated from the website