Lighthouse Wealth Management

Lighthouse Wealth Management, LLC is a Registered Investment Advisor. A Registered Investment Advisor is required to act as a fiduciary when giving advice to its clients. A fiduciary duty is the highest standard of care in equity or law. Richard S. Esposito serves as Managing Member of Lighthouse Wealth Management, LLC. It is his duty to assure tha... t the company lives up to its fiduciary duty to its clients. Our work as a fiduciary must follow legal and ethical guidelines that might be simply summarized as: We will make no recommendation that we would not also be comfortable with for ourselves or our families. A Summa Cum Laude graduate of Fordham University, Mr. Esposito has held positions of increasing responsibility at several private banking and institutional investment management firms. In addition to supervising client assets totaling over $1 billion, he earned professional designations that include Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Retirement Income Certified Professional (RICP). He holds a Certificate in Personal Financial Planning and is a charter member of the American Colleges Professional Achievement through Continuing Education. Mr. Espositos experience also includes working with hedge funds and private equity partnerships for institutions and high net worth individuals. His interactions with wealthy families and their top advisors, endowments, public and corporate pension funds, provide a broad base of knowledge and experience that he shares with the clients of Lighthouse Wealth Management.Read More