Sherpa Financial

Morgan Stanley, founded in 1935, is one of the leading financial institutions in the world. Located in Hayward, Calif., it offers a variety of financial products and services to clients, such as insurance plans, account deposits, investment management, portfolio maintenance and asset allocation services. The services provided by the institution also include debt and equity offerings, securities trading and asset management. In addition, the institution offers networking opportunities and business training services. It also provides a variety of financial tools to customers. The institution undertakes research programs for various financial markets. It has a network of more than 8,000 financial advisors in nearly 500 offices throughout the United States.

Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. We are dedicated to the success of our clients through quality planning and thoughtful advice. We assist clients in mapping action plans designed so they may reach their financial goals. We focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.

Since 2006, Lighthouse Financial,under the leadership of Ken Brackett, has been a prominent financial firm in the Delaware and Pennsylvania areas. Our areas of expertise include Wealth Management, Risk Management, 401k Management, 401k and IRA Rollovers, Estate Planning, Retirement Planning, Tax Pla