Brea Wealth Management Services
Our comprehensive Wealth Management Service
provides an all-in-one approach to your financial dreams. Our three-pronged approach to wealth management is encapsulated in relationship-based client servicing.
We believe it is better this way!
The Difference.
Features
Our Fee Only Services
Commission Brokers
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Focused on Performance Only
We believe that a well constructed portfolio requires more than simply chasing performance. We take into account your risk tolerance, timelines, financial planning needs, and tax liability when designing your total portfolio.
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Third-Party Fees May Apply
Many firms use third party companies to make key investment and planning decisions. This means you may incur additional costs. At Lighthouse Financial, our in-house team meets regularly to discuss client needs from a comprehensive point of view so that every decision we make has you at the center. This is all done at no extra cost to you.
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Mutual Fund Offerings Only
Because we have an in-house team of experts, we can offer a variety of investment selections. We have the ability to design your portfolio based on your specific preferences and goals. We offer growth, income, and preservation strategies that include stocks, funds, bonds, and other instruments, as appropriate, to provide you with a well balanced portfolio.
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Set it and forget it mentality
Our top-down, bottom-up approach to investment decision making means that we adjust your portfolio throughout the business cycle, and when emergent events present themselves. We discern when to run with the bull and when to protect your assets to generate wealth for the long-term.
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Self-Directed Account Management
Unlike brokers who pressure you into quick buy-sell decisions, our team does the heavy lifting for you. Our NO COMMISSSION approach means that we always buy and sell securities that we believe are in your best interest.
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Collection of Securities, No Regard to Risk
We use a top of the line risk assessment tool to determine your risk appropriate strategy. We help you understand how your strategy will likely behave under different market conditions so that you are fully informed of your portfolio's risk/reward make up. We have found that this approach helps our client remain confident and sure-minded no matter the market conditions.
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No Professional Advice
Lighthouse Financial offers active management and ongoing analysis of your portfolio. We don't just "set it and forget it" or simply rebalance your accounts twice a year. When you join our firm, you can rest assured that we are managing your assets as market conditions change. Our Investment committee is consistently researching economic trends and market shifts to keep your portfolio aligned to your goals, risk tolerance, and needs.
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Additional Cost
When you join Lighthouse Financial, your financial planning needs are included in your investment management fees. You gain direct access to our financial planners who walk you through your retirement planning so that you have a clear road map to your retirement success.
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Not Offered
Our in-house tax team is led by our tax specialist and CPA. We work with you to provide tax mitigation strategies, and tax analysis so that you always know what to expect at tax time. Upon request, we take time each year to assess your situation, and recommend solutions that are in your best interest.
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The Hassle of a Phone Tree or Call Center
Our firm is built on relationships. Over the past 30 years we have remained directly accessible to our clients. You won't experience chat bots or long call tree recordings. Instead, a real person will answer your call to direct you to your advisor or the expert you need. If our advisor is on another call then we aim to return client calls before the end of the day.
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No Additional Family Services
When you join Lighthouse Financial, your immediate family gets the benefit of opening accounts and receiving services, regardless of account minimums. We believe wealth generation is a family matter, and we seek to support family accumulation, protection, and legacy transfer from one generation to the next.
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Annual Communication
We provide you access to daily market blogs, educational information, account and planning portals, and regular communications. Whether its a new law, regulation, or shifting economic situation, our team keeps open lines of communication so that you stay empowered and confident when it comes to your financial life.
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Not Offered
When you become a client, we exclusively offer you access to our tax preparation team. You are assigned to our trusted CPA who works diligently to provide you an accurate return in a timely manner.
All of the above
So much more. Become a Lighthouse Financial client now.
Portfolios That Work
Everyone wants a successful portfolio. Watch our video on the 5 key conversations we have that guide you towards your goals & help us provide you with the best tools & resources.
Want to Know Your Risk Number?
Not sure if our service fits your needs?
Our Professional team
will be with you from A to Z
Christopher Soukup, CFP®
WEALTH MANAGER
Christopher Soukup, CFP®
WEALTH MANAGERCall Us Schedule Now
Christopher has been educating clients for 14 years and helping them protect and grow their assets through investment management and financial planning. He has previously worked for several large financial institutions in both a managerial and financial advisor capacity and is committed to the fee-only advice model. Christopher received his Bachelor’s degree from California Polytechnic State University, San Luis Obispo in Business Administration and received his MBA from Western Governors University, and is CERTIFIED FINANCIAL PLANNERTM and a California Registered Tax Preparer. He has 3 primary business beliefs: Everyone should have a plan in place – goals without actions are just dreams, always adding-value to the client experience, and true success is a repeatable process that is both disciplined and process driven.
Dustin Burns, CPA, EA, CFP®
TAX SPECIALIST
Dustin Burns, CPA, EA, CFP®
WEALTH MANAGER & TAX SPECIALISTCall Us Schedule Now
Dustin Burns joined the firm in 2017 and oversees the tax department. Dustin holds a Bachelor’s degree in Business Economics from UC Santa Barbara as well as a Master’s in Business Administration from Chapman University. His professional certifications include Certified Public Accountant (CPA), Certified Financial Planner® (CFP), Enrolled Agent (EA), and a Chartered Retirement Planning Counselor (CRPC). He is a member of the Orange County Financial Planning Association, the American Institute of Certified Public Accountants and the National Association of Personal Financial Advisors (NAPFA). Aside from his accounting background, Dustin brings valuable experience as a previous business owner.
Jayce Lowe, ChFC®
WEALTH MANAGER
Jayce Lowe, ChFC®
WEALTH MANAGERCall Us Schedule Now
Jayce joined the firm in 2017. As a wealth manager for Lighthouse, Jayce works closely with clients to turn their financial goals into customized strategies. He brings over seven years of experience in financial planning and client service. Prior to joining Lighthouse, Jayce served as a Financial Advisor for NEXT Financial Group, LLC., a Texas-based Broker Dealer and advisory firm specializing in providing investment & financial planning solutions for individual investors. He has also served as a Financial Advisor, and Trading Manager at Lowell Wealth Management, a Broker Dealer and Registered Investment Advisor in Texas that served high net worth clients with financial planning solutions, investment management and alternative investments. Jayce holds a Bachelor’s degree in Personal Financial Planning from Texas Tech University.
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ADDRESS
3070 Saturn Street, Suite 101. Brea, CA 92821