Lightship Wealth Strategies, Inc. - Home

Lightship Wealth Strategies, Inc., was founded in 2006 by Jonathan Wolff. The name comes from our nautical history where “lightships” were the sentinel ships stationed at off-shore shoals, anchored where a fixed structure would prove impractical. These ships were equipped with a crew whose main purpose was to maintain a warning system made up of a powerful light and horn used to alert passing vessels of any imminent risk. They became a trusted resource to mariners navigating unfamiliar waters.

"Just like a lightship stands to guide all to safe haven, we strive to create and implement strategies, for families and individuals, which provide direction, clarity and confidence."

Having been in the wealth management industry for more than 30 years, we bring both a historical and practical perspective to our process. That process provokes our clients to reveal their goals so we can help them pursue their dreams comfortably. Find out more about our process.

We appreciate your interest in Lightship and sincerely look forward to serving you.

CFP Logo

 

 

AIF_logo

 

FT_400_logo

 

FT 400: To compile the 2016 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 985 qualified applications were received; 400 advisors were selected, representing 40.6 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com