LPL Financial Welcomes Lighthouse Private Wealth
Dear Clients and Partners,
We are proud to announce the formation of Lighthouse Private Wealth, a new chapter built on the same foundation of trust, personal attention, and commitment that you have always experienced with us.
People + Values
The same people, values, and dedication you know remain unchanged. Your financial well-being is, and always will be, our top priority.
Expanded Capabilities
Our new structure allows us to offer enhanced resources, strategies, and even greater support for your financial journey.
Broader Impact
In addition to serving clients directly, we are now partnering with financial advisors—helping them grow their practices and extend the same high standard of service to their own clients.
To build lasting prosperity for the clients we serve and the advisors who guide them.
Thank you for your trust and confidence in us. We are honored to continue this journey with you and look forward to showing you the expanded ways we can support your financial goals.
Warm regards,
DJ Totland and Rob Tendler
Managing Partners
Mission & Vision
MissionWe deliver customized strategies and partnerships to help clients to grow, preserve, and transfer wealth and to help advisors realize the full potential of their practice.
VISIONTo be the partner of choice for both clients and advisors seeking to build secure and lasting legacies.
Our Team
Our team is here to empower your financial journey with insight, integrity, and care.
Let our experience be your guide.
