Young Wealth Management (Lighthouse Point, FL) Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Young Wealth Management is a small financial services firm based in Lighthouse Point, Florida, that supports individuals in pursuing wealth objectives through structured planning and ongoing management. Its services can range from addressing a few financial issues with a planning process to developing a comprehensive financial plan, with a separate phase dedicated to implementing detailed recommendations. As an Investment Adviser Representative registered with an independent broker-dealer, the firm operates through an objective process designed to help clients set and work toward long-term goals for a fee. 

The firm is not strictly fee-only; when both fee-based and commission-based products are available, it presents a full comparison for the client, and clients may obtain commission-based products through Young Wealth Management or another agent if preferred. In addition to individual planning and management, Young Wealth Management provides per diem consultations and analyses for CPAs, financial institutions, and businesses.

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