Broker Check

 LWAS has the client—and only the client—in mind.

The reason for the formation of LightedWay was deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I'm confident that with our understanding of personal finance, coupled with 20+ years of experience, LWAS can help people better prepare for the future. After years in the business, LWAS has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

At our firm, we have the client—and only the client—in mind.

Over the years, I've found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. This is why LWAS routinely partners with other financial professionals such as accountants, lawyers & estate planners. I invite you to discover and experience the power of our services. I believe it has far-reaching benefits for clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets undivided attention—from planning to execution to follow-up. LWAS takes a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

LWAS has years of experience in financial services & can help you address your needs of today and for many years to come.