Twin Lights Wealth Management
Connecting Your Money and Your Life
At Twin Lights Wealth Management, we believe financial advice is not about spreadsheets or markets alone. It is about helping people live meaningful lives with clarity, confidence, and purpose.
We work with individuals & families across the North Shore of Massachusetts and beyond to bring together the many pieces of their financial life — investments, taxes, retirement, estate planning, philanthropy, and family goals — into one thoughtful plan.
Because when your financial life is aligned with your values, money becomes a tool for living well.
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Why Twin Lights?
First lit in 1771 off Rockport, the twin lighthouses on Thacher Island were rebuilt as matching granite towers in 1861 so mariners could align them and find true north along Cape Ann’s rocky coast. They still shine today—the only operating twin lighthouse system in the U.S.
I chose the name Twin Lights Wealth Management because great guidance also needs two lights: financial expertise and life wisdom. When those are aligned, families can move forward with clarity, confidence, and purpose.
Our Philosophy
Breaking
Barriers
Our approach is shaped by three influences:
Our values
Simplicity with Purpose
Financial plans should be understandable and actionable.
We help clients focus on what truly matters — spending intentionally, saving consistently, investing patiently, and avoiding costly emotional mistakes.
Evidence-Based Advice
Good advice is built on research, experience, and disciplined process.
We coordinate closely with attorneys and CPAs, model tax strategies, analyze retirement outcomes, and structure portfolios designed for long-term success.
Because thoughtful planning compounds just like investments.
Integration and Meaning
Money decisions are rarely just about money. They reflect our fears, hopes, family stories, and dreams for the future.
We help clients integrate their financial life with their deeper values — supporting thoughtful giving, multi-generational planning, and intentional life choices.
Because a truly successful plan helps you become more fully who you are.