Lightship Wealth Strategies, Inc. Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

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

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

Lightship Wealth Strategies, Inc. Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Lightship Wealth Strategies, Inc.'s Leadership

  • Stylized image of a person
    J. W.
    President
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  • Stylized image of a person
    S. S.
    Managing Director
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  • Stylized image of a person
    B. M.
    Client Service Director
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  • Stylized image of a person
    K. L.
    Project Manager
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  • Stylized image of a person
    E. M.
    Wealth Advisor
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  • Stylized image of a person
    J. W.
    Wealth Advisor
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  • Stylized image of a person
    J. T.
    Wealth Advisor
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  • Stylized image of a person
    L. B.
    Investor Relations Associate
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Contact profiles from Lightship Wealth Strategies, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. W.
    President
    Phone icon
    United StatesMassachusetts
    Nov 16, 2025
  • Stylized image of a person
    S. S.
    Managing Director
    Phone icon
    United StatesMassachusetts
    Sep 12, 2025
  • Stylized image of a person
    B. M.
    Client Service Director
    Phone icon
    United States
    Nov 18, 2025
  • Stylized image of a person
    K. L.
    Project Manager
    Phone icon
    United StatesMassachusetts
    Oct 23, 2024
  • Stylized image of a person
    E. M.
    Wealth Advisor
    Phone icon
    United StatesMassachusetts
    Oct 22, 2025
  • Stylized image of a person
    J. W.
    Wealth Advisor
    Phone icon
    United StatesMassachusetts
    Oct 19, 2025
  • Stylized image of a person
    J. T.
    Wealth Advisor
    Phone icon
    United StatesMassachusetts
    Oct 20, 2025
  • Stylized image of a person
    L. B.
    Investor Relations Associate
    Phone icon
    United StatesRhode Island
    Oct 20, 2025
  • Stylized image of a person
    J. W.
    Wealth Advisor
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. C.
    Client Relations Specialist
    Phone icon
    Oct 18, 2024

Frequently Asked Questions

What is Lightship Wealth Strategies, Inc. known for?

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Lightship Wealth Strategies, Inc. operates in the Investment Management industry. The company's main headquarters is located in 2344 Washington Street, 2nd Floor; you can contact the main corporate office by phone at . Explore Lightship Wealth Strategies, Inc.'s company overview page for more information.

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

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Lightship 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?

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Lightship Wealth Strategies, Inc. has approximately 9 employees as of December 2025. These team members are located across 1 continents, including North America.

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

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As of December 2025, Lightship Wealth Strategies, Inc.'s key employees include:

  • President: J. W.
  • Managing Director: S. S.
  • Client Service Director: B. M.
  • Project Manager: K. L.
  • Wealth Advisor: E. M.

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