Young Wealth Management (Lighthouse Point, FL) Employee Directory

Financial ServicesUnited States2-10 Employees

Young Wealth Management is committed to assisting its clients work towards their own specific financial goals with respect to the accumulation, growth, preservation, and distribution of their wealth. Whether your planning process centers on the resolution of a few issues or a comprehensive financial planning analysis and the creation of a complete financial plan, with a separate and independent phase that includes the implementation of detailed and specific recommendations, you can rest assured that your engagement will receive dedicated and professional handling, and the highest quality service possible.

Young Wealth Management is affiliated with one of most prestigious independent broker / dealers in the United States. As an Investment Adviser Representative, and a registered investment adviser, we can assist you in the setting and realization of your long term financial goals and objectives through an objective process for a fee. The resources available through our affiliation to accomplish this are extensive and unparalleled.

However, Young Wealth Management decided not to be a fee only firm. To be objective, there needs to be a separation between the Planning and Implementation Phases of the engagement.

There are instances where the client may prefer a commission-based product instead of a fee based product. If both are available, a fully developed comparison is presented for the client to review. Also, there are situations where only commission-based products are available. If a client prefers or wants a commission-based product they may obtain it through Young Wealth Management or any other agent or firm of their own choice. The advantages of using Young Wealth Management is our developed expertise and the continuity of service and administrative record keeping for the client.

We also do per diem consultation and analysis for CPA's, Financial Institutions, and Businesses.

Find Young Wealth Management (Lighthouse Point, FL) employees' phone numbers or email addresses

Young Wealth Management (Lighthouse Point, FL) Global Highlights

North America
3

United States Of America
3

Young Wealth Management (Lighthouse Point, FL)'s Leadership

J. Y.
Financial Advisor, National Sales Manager, Retirement Specialist
Mobile Phone
Email
E. Y.
Certified Financial Planner
Mobile Phone
Email
M. L.
Financial Advisor
Mobile Phone
Email

Contact profiles from Young Wealth Management (Lighthouse Point, FL)

Name

Title

Contact Info

Location

Last Update

J. Y.
Financial Advisor, National Sales Manager, Retirement Specialist
Mobile Phone
Email
United States
Oct 24, 2025
E. Y.
Certified Financial Planner
Mobile Phone
Email
Jul 26, 2024
M. L.
Financial Advisor
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Young Wealth Management (Lighthouse Point, FL) known for?

Young Wealth Management (Lighthouse Point, FL) was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 2042 NE 36th Street, Lighthouse Point, Florida 33064, US; you can contact the main corporate office by phone at

+1-214-948-****

. Explore Young Wealth Management (Lighthouse Point, FL)'s company overview page for more information.

What is Young Wealth Management (Lighthouse Point, FL)'s most common email format?

Young Wealth Management (Lighthouse Point, FL) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Young Wealth Management (Lighthouse Point, FL) email formats with LeadIQ.

How many employees does Young Wealth Management (Lighthouse Point, FL) have currently?

Young Wealth Management (Lighthouse Point, FL) has approximately 2 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Young Wealth Management (Lighthouse Point, FL)'s key employees and leadership?

As of October 2025, Young Wealth Management (Lighthouse Point, FL)'s key employees include:

Financial Advisor, National Sales Manager, Retirement Specialist: J. Y.
Certified Financial Planner: E. Y.
Financial Advisor: M. L.

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