Which Financial Advisor Should You Choose in Westerly, RI?

Lighthouse Financial provides holistic financial planning, investment management, and fiduciary services tailored to individuals, families, and institutions. With offices in Rhode Island, Massachusetts, and Connecticut, we combine personalized service with over a century of expertise to craft dynamic wealth strategies. Our team of credentialed professionals focuses on preserving and growing client assets while addressing complex legacy and tax planning needs.

Professional Planning Group delivers personalized wealth management services including investment management, retirement planning, and estate strategies. Based in Westerly, Rhode Island, we serve clients nationwide through a client-first approach emphasizing ethical standards and long-term financial success. Our team of certified advisors combines over 40 years of industry experience with advanced credentials to create tailored financial solutions.