Lightship Wealth Strategies
Investment Management • 
Newton, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 2344 Washington Street, 2nd floor, Newton Lower Falls, MA 02462, US |
| Phone number | +16175816100 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Investment Advising |
| Employees | 1-10 |
| Socials |
Key Contacts at Lightship Wealth Strategies
Scott Schutte
Managing Director
Bonnie Maceachern
Client Service Director
Lightship Wealth Strategies Email Formats
Lightship Wealth Strategies uses 3 email formats. The most common is {first initial} (e.g., j@lightshipwealth.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lightshipwealth.com | 66.7% |
{first name} | john@lightshipwealth.com | 33.3% |
About Lightship Wealth Strategies
We are an independent financial firm that has been helping individuals and families establish and maintain their long-term financial goals since 1983. Having been in wealth management industry for over 25 years, we bring both a historical and practical perspective to our process. That process provokes our clients to reveal their goals so we can help them pursue their dreams comfortably. We appreciate your interest in Lightship and sincerely look forward to serving you. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lightship Wealth Strategies, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
Lightship Wealth Strategies revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Lightship Wealth Strategies has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Lightship Wealth Strategies has never raised funding before.
Lightship Wealth Strategies Tech Stack
Discover the technologies and tools that power Lightship Wealth Strategies's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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