About The Lighthouse Group
The Lighthouse Group at Herold Advisors, Inc. works with high-net-worth individuals, families, business owners, and public figures who require a higher level of discretion, coordination, and judgment.
Our clients often face complex financial lives shaped by career transitions, concentrated income streams, public visibility, and long-term legacy considerations. Many are navigating competing priorities — protecting privacy, managing wealth responsibly, planning across generations, and making sound decisions in the public eye.
With more than 40 years of combined experience, our team serves as a trusted financial partner and central point of coordination across a client’s financial world. We help clients make thoughtful, disciplined decisions through pivotal moments — from career peaks and liquidity events to retirement, philanthropic planning, and multigenerational wealth transfer.
Our approach is personal, measured, and highly confidential. We work deliberately and behind the scenes, offering tailored strategies designed to protect capital, manage risk, and align financial decisions with each client’s values and long-term objectives.