Lighthouse Financial Management Llc
Your complete wealth story
Holistic wealth management combining financial planning, investment management, banking, and lending.
About
Washington Trust Wealth Management has been providing client-focused financial solutions to individuals, families, foundations, endowments, municipalities, and businesses for more than a century. Our group has developed a unique approach to holistic wealth management that includes customized financial planning, broad investment management capabilities, and full trust services.
We provide exceptional proactive and personal service, marshaling the expert resources you require — all with a local, personalized touch. As we grow, we remain steadfastly committed to supporting the communities in which we live and work.
Services
Financial Planning
Comprehensive financial planning to help you live well today, be resilient to changes over time, and provide for retirement, family future, and philanthropy.
Investments
Build well-designed portfolios that work across market cycles to support life and financial goals.
Fiduciary Services
Expert guidance from a team of fiduciary specialists to protect loved ones and preserve legacy across generations.
Liquidity Solutions
Effective liquidity management to leverage assets and optimize opportunities, including mortgage, deposit, lending, and cash management solutions.
Propark Financial Planning
Personalized wealth plans for Propark employees to prepare for life’s transitions and reach goals with confidence.
