finance...professionals

Our team of highly accomplished wealth advisors provides personalized, goals-based investment guidance for individuals and their families.
We offer specialized expertise in developing comprehensive, results-focused financial strategies designed to enable clients to maintain, grow and transfer their wealth from generation to generation.
We love downtown Fort Myers and know you do too! Our advisors are well-versed in Florida Domicile strategies, and the team at Lighthouse Wealth Management can help guide you through the many benefits.

In banking, trust matters. For generations, First Horizon have earned the confidence and trust of our clients, associates and communities. It’s a commitment that’s rooted in a shared passion for the people we serve and the places we call home.

Like Thomas Edison we believe there is always a “better way.” We model this approach by creating an extraordinary experience of meeting customer needs and exceeding expectations at ever encounter. It’s all about the customer.