Many people find it uncomfortable to talk about money. Whether discussing hardship, your paycheck, or financial goals, it tends to be a taboo topic, even among families.
What makes us who we are? As a company, Lighthouse Wealth Group continues to add to our team and grow to meet your needs better.
Leaving an inheritance to your children is an incredible way to benefit those you love.
At Lighthouse Wealth Group, we believe building relationships and connections with our clients is essential for developing and managing fully personalized investment plans. That’s why we like to come out with a quarterly newsletter, featuring updates from the team, as well as news and useful tips to help our clients build their financial futures.
Many people find it uncomfortable to talk about money. Whether discussing hardship, your paycheck, or financial goals, it tends to be a taboo topic, even among families.
Lighthouse Wealth Group is pleased to announce that Tommy has been named to the Forbes Top Best-in-State Wealth Advisors 2023 ranking!
Tommy Doerfler, the Senior Executive Vice President from Lighthouse Wealth Group, delivers a Q1 2023 Market Update.
Are you ready to sell the family business? If so, you’re not alone. According to AARP, 45% of
the baby boomer generation is made up of entrepreneurs.
At Lighthouse Wealth Group, we believe building relationships and connections with our clients is essential for developing and managing fully personalized investment plans. That’s why we like to come out with a quarterly newsletter, featuring updates from the team, as well as news and useful tips to help our clients build their financial futures.
As part of our initiative to increase your wealth knowledge, we regularly release quality, informative financial content pertaining to various topical and important issues and concepts. If you input your email in the field at the top of the page, you’ll be notified when new videos and resources are announced.
Our resources generally fit into one of three categories:
– Informative videos containing deep dives into important subjects, like Medicare or estate planning. These videos are short and focused to ensure you retain the most necessary information.
-Our Interview With An Expert series features long-form interviews with experts on various topics, such as caregiving and surviving on a fluctuating income. These videos will more fully explore the nuances and complications inherent in real world situations.
-Regular newsletters and blog updates keep our clients informed of current trends and occurrences that could affect their individual investments and accounts.
Our team is constantly working to keep your family updated and educated on financial concepts and trends. Remember to put your email in the field at the top of the page to continue learning about these important concepts! You can also subscribe to our YouTube channel for immediate video updates!
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The Forbes America’s Top Wealth Advisors 2023 ranking, developed by SHOOK Research, is based on inperson and telephone due diligence meetings and a ranking algorithm that includes: a review of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Investment performance is not a criterion because audited records rarely exist and clients have varying risk levels. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Research Summary (as of April 2023): 39,007 Advisor nominations were received based on high thresholds. 22,243 Advisors were invited to complete the online survey. SHOOK has conducted over 17,546 telephone interviews with advisors. 3,557 Advisors were interviewed in-person at the Advisors’ location and 1,361 interview were web-based. Final list of the top 250 advisors was then compiled based an algorithm that considers both quantitative and qualitative criteria. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/best-in-state-wealth-advisors/?sh=181ba856ab97 for more info.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not indicative of an
advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/top-wealth-advisors/?sh=4281b4c61c7c for more info.
*Forbes Best-in-State 2022 Methodology: https://www.forbes.com/sites/rjshook/2022/04/07/methodology-forbes-best-in-state-wealth-advisors-2022/?sh=19b3e6237fee
Forbes Best-in-State 2021 Methodology: https://www.forbes.com/sites/rjshook/2021/02/11/forbes-best-in-state-wealth-advisors-methodology-2021/?sh=4f642acb6d22
Tommy Doerfler, 2020, The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data Rankings are based on the opinions of SHOOK Research, LLC. Research Summary (as of April 2020): Out of 32,000 nominations received, 500 made the final list in 2020. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Please visit https://www.forbes.com/top-next-gen-advisors for more info.
**Raymond James Leader’s Council, Tommy Doerfler, (2014-2023): Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
***Above and Beyond Award, Tommy Doerfler, 2017: This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with SageSpring Wealth Partners.
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Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
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