Our Story
Years of experience in the financial planning industry plus deep personal connections to building strategic retirements contribute to Lighthouse Wealth Management’s investing approach.
Paul Bertrand
Wealth Management Advisor
Paul has always been committed to assisting others with planning for retirement, which is evident in his hard work and dedication to his numerous clients. His parents’ struggle with their finances in retirement was one of the catalysts that motivated him to help others build confidence in their retirement.
With his professional focus on addressing the unique needs of retirees and pre-retirees, Paul helps empower individuals toward financial literacy, enabling them to create the retirement they desire. He has always found great satisfaction in seeing his clients confidently transition into retirement.
Start Charting Your Path
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