Lighthouse Wealth Management, LLC

James Adams is a CFP® and CFA® credentialed financial advisor with nine years of industry experience. He has worked at Lighthouse Wealth Management since 2022 and previously held positions at Advisory Services Network, Mighty Oak Strong America Investment Company, and Sageworth Trust Co. Adams also operated as a sole proprietor from 2009 to 2018. Lighthouse Wealth Management provides fee-only financial planning and investment management services to individuals, businesses, charitable organizations, pensions, trusts, and estates. The firm employs a discretionary investment approach grounded in fundamental analysis and asset allocation, with portfolios mainly consisting of no-load mutual funds and ETFs.

Teancum Light is a CFP® professional with eight years of industry experience, currently serving at Lighthouse Wealth Management, LLC since 2021. Prior to this, he worked at PricewaterhouseCoopers, LLP from 2010 to 2017 and held roles at Mighty Oak Strong America Investment Company and DeMuth & Kaufman Professional Management Consultants. He is also an adjunct professor of financial planning at the Graham School of Business at York College, where he teaches annually during the fall semester. Lighthouse Wealth Management provides fee-only financial planning and investment management to individuals, businesses, and charitable organizations. The firm emphasizes individualized investment policy statements and manages portfolios using fundamental analysis and asset allocation, typically employing no-load mutual funds and ETFs, with selective use of derivatives and shorter-term trading strategies.