What are the opening hours?

Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Lighthouse Wealth Group

Home
United States
Franklin, TN
Lighthouse Wealth Group

Lighthouse Wealth Group is a boutique wealth management firm serving business owners, women investors, and pre-retirees.

We specialize in retirement planning, tax-efficient investment strategies, business exit planning, and generational wealth planning. As advisors, our specialty is providing conservative, confidential, and comprehensive investment advice to our clients- in order to help them effectively and efficiently save for retirement, mitigate taxes, and transfer their wealth. What Our Team Does For You...

Retirement Planning
Professional Investment Management
Estate Planning Strategies
Insurance Planning
College Savings Plans

06/01/2026

Most people are nervous before meeting with a financial advisor for the first time.

Not because they don’t care about their finances…
But because it feels vulnerable.

“What if I should’ve done more?”
“What if I made mistakes?”
“What if I’m behind?”

At Lighthouse Wealth Group, we understand that.

That’s why our first meeting isn’t about judgment, pressure, or trying to impress you with financial jargon. It’s about understanding your life, your goals, your concerns, and what matters most to you.

Sometimes the most important part of financial planning isn’t the numbers —
it’s finally having an honest conversation about them.

If you’ve ever wondered what working with an advisor should actually feel like, download our free brochure to learn more about our process and approach.

Download here:
https://ow.ly/yUUk50Z4Vg2

05/29/2026

Why do some people obsess over saving…
while others have no problem spending?

Why do money conversations feel easy in some relationships—
and incredibly tense in others?

It’s usually not about the numbers.
It’s about your money personality.

We all have different beliefs, habits, and emotional responses when it comes to money—and those differences shape how we save, invest, spend, and plan for the future.

The problem?
Most people don’t understand their own tendencies… let alone someone else’s.

That’s why we created a guide to help you better understand:
• Your approach to money
• How it impacts your decisions
• Where conflicts (and blind spots) can show up
• And how to make more intentional financial choices

Download our free guide here - https://ow.ly/mZSw50Z2LTT

Visit our website to learn more about Lighthouse Wealth Group:
https://ow.ly/XKUU50Z2LTS

05/27/2026

Most financial advice isn’t actually advice.
It’s a model.

Large firms are built for efficiency—one strategy, applied to thousands of clients.
It works… but it also means your financial plan starts to look like everyone else’s.

At Lighthouse Wealth Group, we’ve built something different.

We don’t fit you into a model.
We build around your life.

Because no two financial situations are the same—
Different goals. Different risks. Different tax situations. Different values.

Our role is to act as your financial quarterback—
Coordinating your investments, tax strategy, estate planning, and the decisions that actually shape your future.

Not reacting to headlines.
Not chasing trends.
But following a disciplined, evidence-based process designed to help you grow, protect, and transfer your wealth with confidence.

If you’ve ever felt like your financial plan is too generic…
you’re probably right.
Click here to learn more about how we serve families and individuals:
https://ow.ly/NMLl50Z2L93

Visit our website to learn more
https://ow.ly/niIZ50Z2L94

05/25/2026

Today, we remember.

Memorial Day isn’t about a long weekend or the start of summer—it’s about honoring the men and women who gave their lives in service to our country.

Their sacrifice is the reason we have the freedom to live, work, and plan for the future.

At Lighthouse Wealth Group, we’re grateful for that freedom—and mindful that it came at a cost.

Take a moment today to reflect, remember, and appreciate those who made it possible.

05/23/2026

Retirement isn’t just about having enough money.
It’s about having a reason to get up in the morning.

We’ve seen it too many times—people spend decades building wealth, only to hit retirement and ask, “Now what?”

The truth is, the transition isn’t financial… it’s personal.

• Who are you without your career?
• What gives you purpose now?
• How do you stay engaged, fulfilled, and connected?

The families who navigate retirement best don’t just plan financially—they plan intentionally.

That’s why we created a guide focused on how to create meaning, identity, and purpose in retirement—not just income. Click here to download the free brochure - https://ow.ly/fGmI50Z2KzS

Because a successful retirement isn’t measured by your account balance…
It’s measured by how you spend your time.

Visit our website to to learn more:
https://ow.ly/6shy50Z2KzG

05/21/2026

Most people don’t have a tax problem…
They have a strategy problem.

They wait until April, hand everything to their CPA, and hope for the best.

Meanwhile, thousands of dollars quietly slip through the cracks every year.

We put together a guide on the 10 most overlooked tax strategies—the ones that can actually move the needle:

• How to build tax-free income in retirement
• Why Roth conversions aren’t “one-size-fits-all”
• The mistake retirees make with withdrawals
• How to turn market losses into tax advantages
• Smarter ways to give (and save) at the same time

To download the free brochure click here - https://ow.ly/hB6L50Z2K9t

This isn’t about loopholes.
It’s about being intentional with how your money is structured.

If you’re not thinking about taxes year-round, you’re likely paying more than you need to.

Visit our website to learn more about our team https://ow.ly/yxm150Z2K9u

05/16/2026

Most parents avoid talking to their kids about money… and then hope they figure it out later.

That rarely works.

We put together a short video on how to have real, practical money conversations with your kids—without making it awkward or overwhelming.

And if you want a simple guide to follow, we created a free resource:
“Age-Appropriate Money Conversations With Your Kids”

👉 Download the free guide: https://ow.ly/TFEP50Z0iwF
👉 Learn more: https://ow.ly/fJfF50Z0iwM

Because it’s not just about passing down wealth… it’s about passing down the mindset.

05/14/2026

What’s the difference between fees and value?

They’re not the same thing.

Most people know what they pay a financial advisor. Far fewer stop to ask what they’re actually receiving in return.

The real value of advice often shows up in the difficult conversations, the family decisions, and the moments where there isn’t an easy answer.

That’s exactly what I discuss in this short video.

Watch below and learn more about the team at https://ow.ly/PjSM50YYoaO

05/12/2026

Last week, Lighthouse Wealth Group had the opportunity to host a client dinner focused on alternative investments and private equity, sponsored by CAZ Investments.

The discussion centered around:
• What alternative investments and private equity actually are
• The potential risks involved
• Where these types of investments may — or may not — belong within a portfolio
• Why institutions, pension funds, and high-net-worth investors have utilized these strategies for years

One thing I strongly believe is that our responsibility as advisors goes far beyond simply managing investments. Our job is to constantly research, review, evaluate, and vet the tools, strategies, and resources available to help serve the families and individuals who trust us with their financial lives.

Not every investment is appropriate for every investor. But every client deserves an advisor who is continually learning, asking questions, performing due diligence, and working to understand what opportunities exist in an ever-changing investment landscape.

Really grateful to CAZ Investments for sponsoring the evening and sharing their expertise and perspective on alternatives and private equity with our clients.

Education matters. Conversations matter. And thoughtful planning matters even more.

05/10/2026

Mother’s Day always hits a little different the older I get.

As an advisor, I spend a lot of time talking about numbers—retirement projections, tax strategies, investment returns. But behind almost every plan is a story… and more often than not, a mom who played a big role in it.

The sacrifices that don’t show up on a balance sheet.
The lessons about discipline, generosity, and resilience.
The quiet influence that shapes how families think about money, opportunity, and legacy.

I’m especially grateful for Amy—an incredible mom who brings patience, strength, and love into our home every single day. Watching her in that role gives me a whole new appreciation for what motherhood really means.

And to all the moms out there—whether you're raising young kids, guiding adult children, or supporting multiple generations at once—what you do matters more than any market cycle ever will.

Happy Mother’s Day.

Address

2550 Meridian Boulevard #200
Franklin, TN
37067

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

+16296547190

Website

http://www.lighthousewealthgroup.com/, https://www.linkedin.com/in/tommylighthousewealth/, https://www.youtube.com/@ligh

Alerts

Be the first to know and let us send you an email when Lighthouse Wealth Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.