Lighthouses symbolize the way forward and help in navigating through rough waters, whether those waters be financial or personal in nature. Nothing else speaks of safety and security in the face of adversity and challenge quite the way a lighthouse does. As the Lighthouse Wealth Management Group, we strive to be the safety and security you need.
The Lighthouse Wealth Management Group's mission is clear: We care. We care about our clients and what's important to them. Our clients have complex and evolving financial needs. With our client-centric approach, we stay on top of those ever changing needs, empowering our clients to make important financial decisions with confidence, so they can live their best life now and in the future.
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.
At The Lighthouse Wealth Management Group, we are very proud that Financial Advisor Jaime Sahlstrom was named a Forbes Top Women Wealth Advisor in 2022 and 2023 and a Forbes Best-in-State Wealth Advisor in 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Jaime!
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
The fall issue of RBC Wealth Management’s Prosper·US magazine features stories of the women financial advisors who use the firm’s capabilities to serve their clients and help them prepare for retirement and other financial goals. Read more about our client first approach in these inspiring stories.
The fall 2023 edition of RBC Wealth Management's Prosper·US magazine features a section about building an effective team. Read the Dream Teams section, starting on page 15, to learn more about how we work together to best support clients like you!
RBC Wealth Management put together a list of important year-end planning topics to review—including: tax-sensitive strategies, ways to boost your retirement savings and charitable giving tips—for success in the new year.
> Review the checklist
Taking a few moments to plan ahead can help you take advantage of potential opportunities to grow your wealth and get you one step closer to reaching your goals. Contact us today to discuss how we can be of service to you.
Learn more about Lighthouse Wealth Management Group