Edward Jones - Financial Advisor: Josh Wurtsbaugh

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the North Fort Myers, FL area, Kathleen S Butler will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Lighthouse Wealth Management, LLC is a highly accomplished wealth advisory firm based in Fort Myers, FL, providing personalized investment guidance for high-net-worth individuals and their families. With a focus on multi-generational wealth planning, their team of experienced advisors helps clients understand the challenges of investment planning and effectively manage inherited wealth. Committed to alleviating clients' financial concerns, Lighthouse Wealth Management takes a goal-based approach to develop comprehensive financial strategies that enable clients to maintain, grow, and transfer their wealth from one generation to the next. By putting an investment plan in place, they help clients navigate market fluctuations and make informed financial decisions, ensuring long-term success.Generated from the website

We help people protect, grow and preserve assets by building personalized and holistic coverage choices. This starts with creating a foundation of trust and building a strong relationship to become a lifelong resource .