Harbor Lighthouse Wealth Management provides financial planning and investment management for individuals, families, people approaching or in retirement, and business owners. Based in Orland Park, Illinois, the firm helps clients understand their current finances, clarify short- and long-term goals, and develop strategies designed around their objectives and risk tolerance.

Its services include retirement planning, tailored investment portfolios, and tax-efficient strategies such as Roth conversions, withdrawal sequencing, charitable giving, and coordination with tax professionals. For small businesses, Harbor Lighthouse offers retirement plan solutions, including SEP IRAs, SIMPLE IRAs, Solo 401(k)s, and 401(k)s.

The firm describes its process as a four-step journey: exploring a client’s finances and goals, charting a tailored investment plan, implementing the portfolio, and regularly monitoring, reviewing, and rebalancing it as circumstances and markets change. The website also provides financial resources covering topics such as estate planning, insurance, taxes, money, and lifestyle, alongside market commentary, articles, videos, and calculators. Securities and advisory services are offered through LPL Financial, a registered investment adviser and member of FINRA and SIPC.