Lighthouse Insights

Investment Strategy

Core + Satellite Investing: Kevin Sercia’s Practical Guide to Blend Broad Exposure with Intentional Portfolio Design

By Kevin Sercia, Senior Wealth Advisor | Lighthouse Private Wealth The active versus passive investing debate has been around for a long time. Some investors believe the best approach is to own broad market exposure at a low cost. Others…

Read More Core + Satellite Investing: Kevin Sercia’s Practical Guide to Blend Broad Exposure with Intentional Portfolio Design
Lighthouse News

Kevin Sercia Joins Lighthouse Private Wealth Expanding Client-First Advisory Model

Senior Wealth Advisor Kevin Sercia’s move highlights Lighthouse’s approach to helping advisors put clients first with established infrastructure and added flexibility. STUART, Fla.–(BUSINESS WIRE)–Lighthouse Private Wealth today announced the completion of Senior Wealth Advisor Kevin Sercia’s transition to the firm’s supported independent advisor…

Read More Kevin Sercia Joins Lighthouse Private Wealth Expanding Client-First Advisory Model