LeadIQ logo
Learn more at LeadIQ.com
Lightship Wealth Strategies, Inc. logo

Lightship Wealth Strategies, Inc. Employee Directory

Investment ManagementMassachusetts, United States11-50 Employees

Lightship Wealth Strategies, Inc. operates as an independent firm within the investment management industry, helping individuals and families establish and maintain long-term financial goals. With more than 25 years in wealth management, the firm blends historical insight with practical experience to structure its client engagement. The process emphasizes clients articulating their objectives so they can pursue them with clarity and confidence.

Lightship Wealth Strategies is not a registered broker/dealer and operates independently of Raymond James; securities are offered through Raymond James Financial Services, Inc., a FINRA/SIPC member, and investment advisory services are provided through Raymond James Financial Services Advisors, Inc. The company is based in Newton Lower Falls, Massachusetts, and has been in operation since 1983.

Find Lightship Wealth Strategies, Inc. employees' phone numbers or email addresses

Lightship Wealth Strategies, Inc. Global Highlights

Location
Employees

North America
13

Minus sign iconPlus sign icon
  • United States Of America
    13

Lightship Wealth Strategies, Inc.'s Leadership

  • Stylized image of a person
    J. W.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. C.
    Client Relations Specialist
    Phone icon
    Mobile Phone

Lightship Wealth Strategies, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Lightship Wealth Strategies, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. W.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. C.
    Client Relations Specialist
    Phone icon
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Lightship Wealth Strategies, Inc. known for?

Minus sign iconPlus sign iconLightship Wealth Strategies, Inc. operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-617-581-****
. Explore Lightship Wealth Strategies, Inc.'s company overview page for more information.

What is Lightship Wealth Strategies, Inc.'s most common email format?

Minus sign iconPlus sign iconLightship Wealth Strategies, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lightship Wealth Strategies, Inc. email formats with LeadIQ.

How many employees does Lightship Wealth Strategies, Inc. have currently?

Minus sign iconPlus sign iconLightship Wealth Strategies, Inc. has approximately 13 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Lightship Wealth Strategies, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Lightship Wealth Strategies, Inc.'s key employees include:

  • Wealth Advisor: J. W.
  • Client Relations Specialist: S. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.