Lighthouse Wealth Group

Lighthouse Wealth Group Lighthouse Wealth Group is a boutique wealth management firm serving business owners, women investors, and pre-retirees.

We specialize in retirement planning, tax-efficient investment strategies, business exit planning, and generational wealth planning. As advisors, our specialty is providing conservative, confidential, and comprehensive investment advice to our clients- in order to help them effectively and efficiently save for retirement, mitigate taxes, and transfer their wealth. What Our Team Does For You...

Retirement Planning
Professional Investment Management
Estate Planning Strategies
Insurance Planning
College Savings Plans

The biggest threats facing retirees today often don’t look dangerous at first.Scammers. Manipulation. Fraud. Distraction...
06/16/2026

The biggest threats facing retirees today often don’t look dangerous at first.
Scammers. Manipulation. Fraud. Distraction. Complacency.
And unfortunately, vulnerable adults are increasingly becoming targets.
That’s why Lighthouse Wealth Group is proud to sponsor a special webinar featuring retired Navy SEAL Joe Kuhns:
“Awareness & Preparedness: A Retiree’s Guide to Personal and Financial Safety”
📅 Thursday, June 18th
⏰ 3:00 – 4:30 PM CST
Register Here:
https://ow.ly/kAnA50Z3Ham

Most people think vigilance means living in fear.
It really means living prepared, aware, and confident.
During this webinar, Joe will share practical strategies to help older adults and families:
• Recognize warning signs earlier
• Protect themselves from scams and manipulation
• Build everyday awareness habits
• Stay mentally sharp and confident
• Protect their independence, finances, and peace of mind
This conversation is about empowerment — not paranoia.
At Lighthouse Wealth Group, we believe protecting your future goes beyond investments and financial planning. It also means helping families stay informed, prepared, and protected in an increasingly complicated world.
If you have aging parents, are approaching retirement, or simply want to become more aware and confident in today’s environment, we encourage you to attend.

Grateful for the opportunity to attend the Steward Partners Symposium and spend time with so many sharp, thoughtful lead...
06/15/2026

Grateful for the opportunity to attend the Steward Partners Symposium and spend time with so many sharp, thoughtful leaders across the firm.

One of the highlights was hearing directly from Steward’s Board of Directors and getting to sit down with Jim Gold to learn more about his story, the vision behind starting Steward Partners, and how the firm has grown while staying true to its culture.

We also had the opportunity to hear Rob O’Neill share stories from his time as a Navy SEAL — a powerful reminder of leadership, discipline, courage, and what it means to perform under pressure.

It was a great reminder of why we chose this platform — independence, leadership, collaboration, and a clear focus on doing what is right for clients.

And, in the spirit of the World Cup, I got a great shot of my bicycle kick..

Great time, great conversations, and grateful to be part of the Steward Partners community.

One of the hardest truths about aging is this:The older generation is being targeted more aggressively than ever before....
06/13/2026

One of the hardest truths about aging is this:
The older generation is being targeted more aggressively than ever before.
Phone scams. Financial fraud. Emotional manipulation. Identity theft.
And most of it happens when people least expect it.
That’s why Lighthouse Wealth Group is proud to sponsor a webinar with retired Navy SEAL Joe Kuhns called:
“The Habit of Vigilance”
📅 Thursday, June 18th
⏰ 3:00 – 4:30 PM CST
Register here - https://ow.ly/icMP50Z3H9s

This event is designed to help retirees, vulnerable adults, caregivers, and families learn practical habits that improve awareness, confidence, and protection in everyday life.

Topics include:
• Situational awareness
• Recognizing manipulation tactics
• Protecting yourself and loved ones
• Developing confidence through preparation
• Maintaining independence and peace of mind

The goal is simple:
Help people feel more informed, more prepared, and less vulnerable.

You can be financially prepared for retirement…and still be unprepared for the risks that come with aging.Scams are more...
06/11/2026

You can be financially prepared for retirement…
and still be unprepared for the risks that come with aging.

Scams are more sophisticated. Fraud is more personal. Vulnerable adults are increasingly targeted because criminals know exactly what buttons to push — fear, trust, urgency, and confusion.

That’s why Lighthouse Wealth Group is sponsoring a special webinar featuring retired Navy SEAL Joe Kuhns:
“The Habit of Vigilance”
📅 Thursday, June 18th
⏰ 3:00 – 4:30 PM CST
Register here:
https://ow.ly/AiL550Z3H7A

This webinar is focused on helping older adults, retirees, caregivers, and families become more aware, prepared, and confident in today’s environment.

Joe will share practical strategies for:
• Recognizing threats before they escalate
• Building everyday awareness habits
• Protecting yourself from scams and manipulation
• Staying calm and confident under pressure
• Preserving your independence and peace of mind
Because vigilance isn’t paranoia.
It’s preparation.

06/10/2026

Talking about money with your adult kids doesn’t mean handing them a net worth statement or sharing every detail of your financial life.

Sometimes the most valuable conversations are about the lessons you’ve learned along the way:

What you wish you had done sooner.
What mistakes taught you the most.
How you think about saving, giving, debt, investing, and planning ahead.

The goal isn’t to create pressure. It’s to pass down wisdom.

In this short video, we talk about how to start those conversations with maturity, timing, and discretion.

The biggest threats facing retirees today often don’t look dangerous at first.Scammers. Manipulation. Fraud. Distraction...
06/08/2026

The biggest threats facing retirees today often don’t look dangerous at first.
Scammers. Manipulation. Fraud. Distraction. Complacency.
And unfortunately, vulnerable adults are increasingly becoming targets.

That’s why Lighthouse Wealth Group is proud to sponsor a special webinar featuring retired Navy SEAL Joe Kuhns:
“Awareness & Preparedness: A Retiree’s Guide to Personal and Financial Safety”
Register Here:
https://ow.ly/2qyB50Z3H1z
📅 Thursday, June 18th
⏰ 3:00 – 4:30 PM CST

Most people think vigilance means living in fear.
It really means living prepared, aware, and confident.
During this webinar, Joe will share practical strategies to help older adults and families:
• Recognize warning signs earlier
• Protect themselves from scams and manipulation
• Build everyday awareness habits
• Stay mentally sharp and confident
• Protect their independence, finances, and peace of mind

This conversation is about empowerment — not paranoia.

At Lighthouse Wealth Group, we believe protecting your future goes beyond investments and financial planning. It also means helping families stay informed, prepared, and protected in an increasingly complicated world.

If you have aging parents, are approaching retirement, or simply want to become more aware and confident in today’s environment, we encourage you to attend.

What does a successful investor actually look like?It might not be who you'd expect.The most successful investors we've ...
06/06/2026

What does a successful investor actually look like?

It might not be who you'd expect.

The most successful investors we've seen aren't the ones who predicted every market swing. They're the ones who stayed patient, kept their goals in focus, and didn't let short-term uncertainty push them off course.

A few habits that tend to make a real difference:
✅ Patience over reaction
✅ Goals over guesses
✅ Process over predictions
✅ Long-term thinking over short-term headlines

Investing well has less to do with timing and more to do with temperament.
If you're wondering whether your current financial approach still fits where you want to go — that's a great question to explore with an advisor.

We'd love to help you think it through. Feel free to reach out or share this with someone who might find it helpful.

06/05/2026

Retirees are becoming one of the fastest-growing targets for scams, manipulation, and financial exploitation.

Why?

Because criminals often look for three things:
• Financial stability
• Emotional vulnerability
• Changes that come with aging and retirement

And unfortunately, retirees often check all three boxes.

At Lighthouse Wealth Group, we believe protecting your retirement goes beyond investments and financial planning. It also means learning how to stay aware, prepared, and vigilant in a world that’s becoming increasingly complicated.

Join us on June 18th, 2026 at 3PM CST via Zoom for a special webinar:

“The Habit of Vigilance”

Our guest speaker, retired Navy SEAL Joe Kuhns, will share practical lessons on awareness, preparation, personal security, and protecting yourself and your loved ones from modern threats and manipulation.

This is not fear-based.
It’s preparation-based.

If you’re retired, approaching retirement, caring for aging parents, or simply want to become more aware and proactive, this is a conversation worth attending.

Register here:
https://ow.ly/M7AY50Z4Vp9

06/01/2026

Most people are nervous before meeting with a financial advisor for the first time.

Not because they don’t care about their finances…
But because it feels vulnerable.

“What if I should’ve done more?”
“What if I made mistakes?”
“What if I’m behind?”

At Lighthouse Wealth Group, we understand that.

That’s why our first meeting isn’t about judgment, pressure, or trying to impress you with financial jargon. It’s about understanding your life, your goals, your concerns, and what matters most to you.

Sometimes the most important part of financial planning isn’t the numbers —
it’s finally having an honest conversation about them.

If you’ve ever wondered what working with an advisor should actually feel like, download our free brochure to learn more about our process and approach.

Download here:
https://ow.ly/yUUk50Z4Vg2

Why do some people obsess over saving…while others have no problem spending?Why do money conversations feel easy in some...
05/29/2026

Why do some people obsess over saving…
while others have no problem spending?

Why do money conversations feel easy in some relationships—
and incredibly tense in others?

It’s usually not about the numbers.
It’s about your money personality.

We all have different beliefs, habits, and emotional responses when it comes to money—and those differences shape how we save, invest, spend, and plan for the future.

The problem?
Most people don’t understand their own tendencies… let alone someone else’s.

That’s why we created a guide to help you better understand:
• Your approach to money
• How it impacts your decisions
• Where conflicts (and blind spots) can show up
• And how to make more intentional financial choices

Download our free guide here - https://ow.ly/mZSw50Z2LTT

Visit our website to learn more about Lighthouse Wealth Group:
https://ow.ly/XKUU50Z2LTS

Address

2550 Meridian Boulevard #200
Franklin, TN
37067

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16296547190

Website

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