This is the best gift you can give yourself, in fact, that’s how I became a client. A few years ago, as a birthday gift to myself, I became a White Lighthouse client after an introductory meeting with Jonathan. All I can say is it’s one of the best investments I’ve made.
With the advantages of living abroad, come the complexities of defining a comprehensive financial strategy to maximize your portfolio. With the help of Jonathan and his team, I’ve steadily worked towards and continue to accomplish my financial goals which gives me a greater sense of security for the future. Jonathan truly makes an effort to understand who you are as a person in order to devise a strategy that is right for you and your specific needs.
White Lighthouse has helped me both navigate financial complexities and progress towards my financial objectives for the future. What better gift can you give yourself?
We were White Lighthouse’s first clients. Jonathan Lachowitz was our downstairs neighbor, and as he told us of his dreams for starting a financial consultancy, we were stuck by the ethical approach he was following and its emphasis on the client-experience. Over the years, we have frequently remarked at how much better our financial security has been because of Jonathan and his team. Be it navigating expatriate financial issues, buying a Manhattan apartment, building retirement income, starting a small business, trying to plan and afford family holidays, reintegrating back into a home society, after two decades away, and better understanding our aging process, Jonathan has been a constant companion.
Fifteen years ago, Marie said “when I heard his plans for White Lighthouse, I wanted to be a part of it.” We have been, and have always believed that we are so much better off because of our association with Jonathan Lachowitz and White Lighthouse.
I remember vividly my first conversation with Jonathan Lachowitz back in 2011: rather than selling his services, he was educating me on what to look for when choosing an investment management firm, what questions to ask and what red flags to watch out for. My journey with White Lighthouse has been a learning experience from that day on, and I have always received honest, clear, thorough and prompt answers to all my questions.
While I undoubtedly appreciate seeing my investment portfolio grow, I equally appreciate the peace of mind that comes from knowing that there is a human at the other end who is working for me rather than for an institution. And this is what sets White Lighthouse apart from investment firms I have experienced: a combination of humanity, integrity, professionalism and single-minded focus on the client. And as the company expands, it is reassuring to see how carefully new team members are selected to safeguard the working principles and values that make White Lighthouse unique.
White Lighthouse has taken the complexity and anxiety out of financial decisions and has helped me navigate with confidence one major life event and the recurring tax hiccups of every American citizen living and working abroad. Net: they have tremendously contributed to make my life easier!
Shortly after landing my dream job in 2010, Jonathan and White Lighthouse have been alongside as a trusted companion to help architect my family’s financial strategy. In addition, White Lighthouse helped to navigate life's other opportunities including taxes, career, relocation, and family. There have been countless times where I would seek the sage advice of White Lighthouse to tackle urgent life decisions. I sleep well at night knowing that my financial well-being is in good hands, thanks to the amazing support of White Lighthouse!
As an expat American, I struggled for years to find an investment manager that understood the challenges of living outside the USA. Several years ago, a friend recommended White Lighthouse, and the White Lighthouse team has provided the best experience I have ever had in thirty years working with investment managers, financial advisors and banks.
White Lighthouse’s sign-up process is quick and simple and the fee structure easy to understand. Contacts with White Lighthouse are, without exception, timely, helpful, solution-oriented and positive. The team has even guided me through three life-changing events, and helped me develop tax-saving strategies. Simply put: the White Lighthouse team has saved me countless hours of worry.
If you’re looking for an investment manager, strong performance and expertise are table stakes. But if you’re also looking for intangibles: empathy, responsiveness, efficiency, hard work and integrity, this is what makes the team a pleasure to work with. From my very first exploratory conversation, White Lighthouse gave me the feeling that I was more than “just another client.” I might add, the return on my investments with White Lighthouse have far outstripped my expectations.
You can’t put a price on peace of mind – for me, White Lighthouse’s decision-making support and investment management have been a blessing. I recommend them most enthusiastically.
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