Services

Wealth Management: The investment strategies are designed to work toward the financial goals of LWAS clients while being considerate of their risk profile. LWAS will also help identify possible opportunities to reduce any tax liability, putting more money back in your pocket.

Financial Planning: LightedWay Advisory Services will be here throughout your career and retirement journey to provide financial guidance along the way. As your situation changes, we’ll adjust the plan to align with new short- or long-term financial goals.