The Lighthouse Group of Truist Investment Services, Inc. The Lighthouse Group of Truist Investment Services, Inc.

The Lighthouse Group of Truist Investment Services, Inc.

3605 Glenwood Ave

Raleigh, NC 27612-3908

LighthouseGroup@truist.com

Phone 919-571-1893

Get directions

See all locations

Who we are

The Lighthouse Group is a family office practice working with multigenerational families on complex estate, tax1, and business succession planning; including risk management; and designing tailored investment management solutions after liquidity events. Beyond the traditional approaches, the team can surround a client’s family to complement other advisors in providing advice and guidance.

The Lighthouse Group was recognized by Forbes and SHOOK Research as a Best-in-State Wealth Management Team for the years 2023 - 20252. True collaboration begins with listening: striving to gain an intimate understanding of a client’s current situation, goals, dreams, and other important aspects of their life. It is the context that allows us to devise a finely tuned financial plan for a client’s future that is also aligned with their family’s values—together every recommendation we make is based on objective advice and strives to provide them with the strongest possible sense of financial well-being and control.

Our team of talented professionals works with a client to assess the implications that their actions and goals can have on each other—rather than viewing them in isolation—addresses their questions and concerns, and helps keep them on track.


1Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

2Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented in January of the years listed above and is based on the aforementioned criteria through the calendar year preceding the award date.
Check the background of this investment professional on FINRA's BrokerCheck

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

How can our wealth be a resource that consistently grows while having a positive impact on those who benefit from it?
Beginning with the intentional efforts of family leaders, who are unwilling to leave the ultimate fate of their wealth to chance, we help families organize their shared values and passions into a collective vision that prepares members to be responsible stewards of the family legacy.  

However our clients define it, we believe that wealth must have a positive impact on those who benefit from it. For those who believe successful wealth management must extend beyond their financial capital, we are here to guide them toward a confident life with wealth.

The Lighthouse Group believes that a successful advisory experience involves three key components.
  1. Transparency: We focus on our clients’ best interests at all times. Our intention lies solely in providing objective advice that focuses on simplifying the complexities of financial management. 
  2. Exclusivity: This translates to a client experience that is grounded in confidentiality and based on an intimate level of trust, in all aspects of investing, interpersonal dynamics, and planning. 
  3. Integration: We believe successful wealth management must extend beyond our client’s financial capital. Our team remains singularly focused on solving for the unique challenges and opportunities families of significant wealth face.

The Lighthouse Group serves families with a range of needs by offering extraordinary depth of experience under one roof.  We can help clients successfully steward their family through the complexities of managing wealth and preserve their family's legacy for future generations.  
    {0}

    {0}

    {2}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {2}
    {6}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

    Locations

    Loading location info...
    Return to list view

    Location data unavailable at this time. We apologize for the inconvenience.

    Map

    {0}

    {1}

    {2}

    Office hours

    {5}

    Phone {3}
     Fax {4}

    {0} {1}
    Component ID : "accordionGridLayout-180858428"
    Model : "disclaimer"
    Position : "left"

    Disclosures

    Truist Bank, Member FDIC. © 2025 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

    Equal Housing Lender

    Investment and Insurance Products:

    • Are Not FDIC or any other Government Agency Insured
    • Are Not Bank Guaranteed
    • May Lose Value

    TRUIST is a service mark of Truist Financial Corporation (Truist) and its affiliates.

    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

    McGriff, Kensington Vanguard, Crump, TLIS, and PJRV are not affiliated with Truist Financial Corporation or any of its subsidiaries.

    Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank.

    Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

    Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

    "Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

    Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers phone support in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages, please speak to a representative directly.

    New York City residents:

    Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

    Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

    The Consumer Finance Protection Bureau (CFPB) also provides additional resources for homeowners seeking payment assistance in select languages at: https://www.consumerfinance.gov/housing/housing-insecurity/help-for-homeowners/

    Site footer

    Footer Navigation

    Banking products
    About Truist
    Resources
    Support

    © 2025, Truist. All Rights Reserved.