Our mission and commitment to our clients

The Lighthouse Wealth Management Group's mission is clear, we care—about our clients, their goals, and their financial well-being. Life transitions like retirement, widowhood, or divorce can be overwhelming. We provide thoughtful guidance and personalized strategies to help our clients move forward with confidence. With a client-first approach, we empower them to make informed financial decisions so they can live their best life—today and in the future.

Lighthouse Wealth Management Group

Proud to be a nationally recognized team

At The Lighthouse Wealth Management Group, we are proud to be named one of Forbes’ 2025 Best-In-State Wealth Management Teams! This recognition reflects the hard work, expertise, and dedication of our team in delivering exceptional service. We will continue striving for this level of excellence for years to come.

Dealing with divorce

Part of our focus is working with women in transition before, during, and after divorce. We work to provide support, peace of mind, and a personalized wealth plan during this process. If you would like to learn more about how we help clients through divorce, explore our divorce page.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about Lighthouse Wealth Management Group 

Jaime's Insights

International Women's Day - Jaime's daughter

International Women's Day 2025 - Accelerate Action

International Women's Day is most powerful when we come together, take collective action, and share responsibility for driving gender parity. True progress happens when individuals and communities unite to create a more inclusive and equitable world.

Read more >

Global Insight Monthly

Global Insight Monthly cover - February 2025

Power, storage,
and electrification:
A revolution

As burgeoning demand and innovation transform the energy landscape, we examine key trends that are likely to shape the future of renewable power and industrial electrification. Read the Global Insight Monthly »