Lightship Wealth Strategies is an independent, multigenerational team of financial advocates based in Wellesley Hills, MA. With a focus on customized financial planning and investment management services, they provide consistency, comfort, and confidence to individuals and families at every stage of life.
Committed to offering objective advice and timely action, Lightship Wealth Strategies helps clients navigate through various life transitions, including retirement, individuals in transition, first-time families, and young professionals. Their team of experienced professionals has been recognized for their expertise and commitment to client success, earning accolades such as the Financial Times 400 Top Financial Advisers and Forbes Best In State Wealth Advisors.
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