Jon Wolff is a highly respected advisor in the Northeast. He brings over 3 decades of investment and financial planning experience to Lightship Wealth Strategies, a nationally recognized financial firm he founded in 2006.
A true trailblazer in his field, Jon’s client-centric process uncovers and defines what financial success looks like and develops a customized, strategic plan to meet your goals. He specifically focuses on providing sophisticated wealth planning and investment management strategies to affluent families, widows, and small institutions- all niches that require succession planning and legacy building. Thousands of clients and their families have trusted Jon with their financial futures.
His keen knowledge and insights have been featured by noteworthy, financial and business institutions throughout the US. He has received top honors from national outlets such as Forbes, having been named the Best-in-State Wealth Advisors in Massachusetts for 3 consecutive years. Jon’s thought leadership has been featured in media outlets like Bloomberg, Forbes, and Newswire, to name a few.
In his spare time, Jon is an accomplished scrimshaw and wood carver, which speaks to his commitment and attention to detail, something he brings into every client relationship. Jon grew up in Guilford, Connecticut and enjoys giving back to the surrounding communities that raised him. The Boston Health Care for the Homeless is one institution that he’s lead multiple campaigns for which led to his spot on their Wall of Fame.
With his genuine approach, concern and commitment for his community, and his legacy building focus, it comes as no surprise that he has helped over 1000 families retire with confidence.
Licenses and Certifications:
- FINRA Series 6, 7, 9, 10, 63, and 65 securities registrations as an Investment Adviser Representative
- Chartered Life Underwriter® (CLU®) certification from The American College
- Accredited Investment Fiduciary® (AIF®) professional designation awarded by the Center for Fiduciary Studies
Forbes Best In State
The 2020 ranking of the Forbes’ Best-in-State Wealth Advisors list was developed by SHOOK Research and is based on in-person and telephone due-diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, 32,000 advisors were considered, and 4,000 (12.5) percent of candidates) were recognized. This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. The full methodology that Forbes developed in partnership with SHOOK Research is available here.