The Lighthouse Wealth Management Group - Morgan Stanley - Ponte Vedra Beach, Florida

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The Lighthouse Wealth Management Group – Morgan Stanley: A Comprehensive Overview

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For discerning individuals and families seeking comprehensive financial consulting and sophisticated investment services, The Lighthouse Wealth Management Group – Morgan Stanley presents a distinguished and reliable option. Located in the prestigious Ponte Vedra Beach, Florida, this firm operates as a key component of Morgan Stanley, a globally recognized leader in the financial services industry. They are dedicated to providing personalized wealth management strategies tailored to meet the unique needs and objectives of each client. The Lighthouse Wealth Management Group distinguishes itself through a commitment to a client-centric approach, combining deep market expertise with a highly personalized service model.

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Location and Accessibility

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The firm’s physical location is situated at Address: 50 A1A N Ste 112, Ponte Vedra Beach, FL 32082, United States. This prime location offers convenient access to the affluent communities of Northeast Florida. Importantly, The Lighthouse Wealth Management Group prioritizes accessibility for all clients. They have implemented several measures to ensure inclusivity, including:

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• Wheelchair-accessible car park: Providing ample parking spaces designed to accommodate individuals using wheelchairs.

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• Wheelchair-accessible entrance: Ensuring effortless entry into the office building.

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• Wheelchair-accessible toilet and Restroom: Offering fully accessible restroom facilities.

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Appointments are highly recommended to guarantee dedicated attention and to facilitate effective planning sessions. This proactive approach underscores their commitment to fostering strong client relationships.

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Specialties and Services

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The Lighthouse Wealth Management Group specializes in a broad range of financial consulting and investment services. Their core competencies include:

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• Investment Management: Crafting and implementing customized investment portfolios aligned with client risk tolerance, time horizon, and financial goals.

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• Retirement Planning: Developing comprehensive retirement strategies to ensure clients achieve their long-term financial security.

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• Estate Planning: Offering guidance on estate planning matters, including wills, trusts, and asset protection strategies.

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• Financial Planning: Providing holistic financial planning services to assist clients in achieving their overall financial objectives.

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• Tax Planning: Collaborating with tax professionals to minimize tax liabilities and optimize financial efficiency.

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As part of Morgan Stanley, they leverage extensive research capabilities and a global network of professionals to deliver superior investment outcomes. Their investment service is underpinned by a rigorous due diligence process and a commitment to prudent risk management.

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Client Feedback and Reputation

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Currently, The Lighthouse Wealth Management Group has garnered positive feedback from its clients, as evidenced by one review on Google My Business. The average opinion is a remarkable 5/5, reflecting a high level of client satisfaction. This strong reputation is a testament to their dedication to providing exceptional service and achieving client success. Clients consistently praise the team’s responsiveness, expertise, and commitment to understanding their individual circumstances. The team’s focus on building long-term relationships is a defining characteristic of their approach.

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Contact Information

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For those seeking to learn more or schedule an appointment, the following information is readily available:

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• Phone: 9042737563

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• Website: advisor.morganstanley.com

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The Lighthouse Wealth Management Group – Morgan Stanley represents a trusted partner for individuals and families seeking expert financial consulting and strategic investment services. Their commitment to accessibility, personalized service, and a strong reputation makes them a compelling choice for those navigating the complexities of wealth management.

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"summary": "The Lighthouse Wealth Management Group – Morgan Stanley provides personalized financial consulting and investment services from Ponte Vedra Beach, Florida, offering accessibility and a strong client satisfaction rating as part of the Morgan Stanley network.",
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