Lighthouse Wealth Advisors, Ltd.

Financial planner in Newport, RI (show on map)

Lighthouse Wealth Advisors, Ltd. offers comprehensive financial services including investments, retirement planning, insurance, and tax strategies through a tax-intelligent approach.

Call (401) 619-0251

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About

Lighthouse Wealth Advisors, Ltd., located in Newport, Rhode Island, is dedicated to providing trust, honesty, and integrity in financial services. Affiliated with Avantax, the firm offers a tax-integrated approach to financial planning, including investments, retirement, estate, insurance, and tax strategies.

The team, led by Kelsey Hyman, CPA/PFS and Kevin Hyman, focuses on creating tailored strategies that align with clients' risk tolerance, time horizons, and goals, ensuring long-term relationships built on open communication and informed decision-making.

Tax-Intelligent Planning

Personalized Financial Strategies

Comprehensive Service Suite (Investments, Insurance, Estate, Tax)

Services

Investments

Offers brokerage accounts, common stock, bonds, mutual funds, educational IRA, traditional IRA, Roth IRA, SEP IRA, Simple IRA, treasury bills, government securities, treasury notes, variable annuity.

Brokerage Accounts Common Stock Bonds Mutual Funds Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Treasury Bills Government Securities Treasury Notes Variable Annuity

Retirement Planning

Provides retirement plan strategies including 401(k) planning, 403(b) planning, college plans, estate plans.

401(k) Planning 403(b) Planning College Plans Estate Plans

Insurance Services

Offers long-term care insurance, disability income insurance, life insurance.

Long Term Care Insurance Disability Income Insurance Life Insurance

Estate Planning

Provides effective estate management, healthcare directives, and special needs trusts.

Estate Management Healthcare Directives Special Needs Trusts

Tax Planning

Offers tax-focused financial advice and strategies to minimize tax implications.

Tax-Intelligent Planning Tax-Optimized Investment Strategies

Credentials & Certifications

CPA/PFS

Since 2009

Series 6 License

Series 63 License

Frequently Asked Questions

What is Avantax? +

Avantax is a tax-focused financial services platform founded in 1983, providing comprehensive financial planning tools and services to independent tax and financial professionals.

How does Lighthouse Wealth Advisors, Ltd. integrate tax considerations into financial planning? +

Lighthouse Wealth Advisors, Ltd. employs a tax-intelligent approach, ensuring that every financial decision considers tax implications to optimize wealth and cash flow.

What types of insurance services are offered? +

The firm offers long-term care insurance, disability income insurance, and life insurance tailored to individual client needs.

What is the role of a Special Needs Trust? +

A Special Needs Trust helps care for individuals with special needs by providing financial support without disqualifying them from government benefits.

How does the firm handle retirement planning? +

Retirement planning at Lighthouse Wealth Advisors, Ltd. involves setting goals, developing tax-efficient strategies, implementing retirement accounts, and ongoing management to ensure clients meet their retirement objectives.