Jayce Lowe

Wealth Manager at Lighthouse Financial Services Inc

Jayce Lowe's Professional Contact Details

Email (Verified)
****@lighthouselink.com
HQ
(714) 572-8900
Location
Brea, California, US
Company
Lighthouse Financial Services Inc
Person Seniority
manager

Jayce Lowe's Current Company Details

Lighthouse Financial Services, Inc., (LFS) is registered with the SEC and has been providing high quality, comprehensive Wealth Management and Investment Management services on a 'fee-only' platform s...
Lighthouse Financial Services, Inc., (LFS) is registered with the SEC and has been providing high quality, comprehensive Wealth Management and Investment Management services on a 'fee-only' platform since 1992. We believe that investment management and wealth management are equally important to high net worth investors. These components for financial success are integrally connected and should be analyzed with the understanding that long-term success depends on how well we manage both components. Because of this, our clients experience a level of personal attention and interaction that is unparalleled by any of the big box brokerages on Wall Street. We have guided our clients through successes and adversities, up market and down market cycles, while at the same time applying our time-tested investment decision process that emphasizes strategic asset allocations for each phase of the investment business cycle. Simply put, we actively seek to grow and protect your wealth over the long run. Our team of knowledgeable specialists will work with you to achieve your financial goals.
Founded Year
1992
Organization Website
lighthouselink.com
Organization Languages
English
Current Technologies
outlook
office 365
youtube
typekit
mobile friendly

Job Functions

Finance
Entrepreneurship
portfolio management
financial planning
retirement planning
tax planning
advice on the use of various types of trusts
estate planning vehicles
risk assessment
stock option planning
investment management
finance

Jayce Lowe's Work History and Education

Lighthouse Financial Services Inc
Wealth Manager
2017 - Present

Colleagues at Lighthouse Financial Services Inc

Financial Planner
President and Chief Investment Officer
Vice President, Sr. Portfolio Manager, CCO

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