# Lighthouse Financial Management

Lighthouse Financial Management is a Bank / Wealth / Trust based in Westerly, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westerly, United States
- **Region:** North America
- **Address:** Westerly, RI, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** lighthousefm.com
- **LinkedIn:** https://www.linkedin.com/company/lighthouse-financial-management

## Regulatory record

- **Reports private funds:** No

## About

Founded in 2004 in Westerly, Rhode Island, Lighthouse Financial Management entered the wealth advisory space as a locally focused registered investment advisor. The firm's initial service model targeted financial, tax, and investment planning for a client base of individuals, families, small businesses, and employer-sponsored retirement plans. Today the firm's online presence consists entirely of Washington Trust Wealth Management content, reflecting a full operational integration. Investment strategy prioritizes custom portfolio construction aligned with each client's stated needs for growth, preservation, risk management, and liquidity. The firm does not publicly disclose any direct investments, fund commitments, or portfolio company names. Service delivery integrates banking and lending capabilities alongside advisory functions, a bundling effect typical of bank-owned wealth management units. Without published deployment figures or named holdings, the precise asset-class mix and geographic exposure cannot be independently verified. The firm operates without a standalone publicly known leadership roster or a disclosed roster of investment professionals. Its website, now indistinguishable from Washington Trust Wealth Management's, does not list any dedicated Lighthouse Financial Management team members. Lighthouse Financial Management's structural distinction lies in its absorption by Washington Trust Wealth Management. The acquired firm now functions as a brand legacy rather than an independent advisory practice, inheriting the banking entity's fiduciary strategies, trust services, and multi-generational planning framework, while the original firm's separate operating footprint has been subsumed.

## Questions

### Does Lighthouse Financial Management have a publicly disclosed investment team?

No named principals, portfolio managers, or advisors are disclosed under the Lighthouse Financial Management banner. The firm's website channels all content through Washington Trust Wealth Management, which lists its own advisors but does not break out a dedicated Lighthouse team.

### What investment services does Lighthouse Financial Management offer?

The firm describes a four-part service model: financial planning, investment management, banking and lending, and legacy/estate planning. Customized portfolios are built around individual client goals for wealth preservation, growth, risk management, and liquidity. No specific asset classes or investment products are disclosed publicly.

### Who does Lighthouse Financial Management serve?

The firm targets individuals, families, small businesses, employer-sponsored retirement plans, business owners, corporate executives, professional practices, and retirees. Its messaging also speaks to family wealth clients seeking multi-generational transfer strategies.

## Related profiles

- [Lighthouse Capital](https://altss.com/profile/lighthouse-capital)
- [Limestone Capital Advisors](https://altss.com/profile/limestone-capital-advisors)

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Source record modified: 2026-08-11T02:43:31.692Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://lighthousefm.com/
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/lighthouse-financial-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology