White Lighthouse Investment Management provides fee-only investment management and financial planning services to individuals and families around the world, specializing in serving overseas Americans, especially those in Switzerland.
White Lighthouse Investment Management (WLIM) is an independent investment management and financial planning company based in Lexington, Massachusetts and Lausanne, Switzerland and was established in 2006. We provide fee-only investment management and financial planning services to individuals and families around the world. We specialize in serving overseas Americans, especially in Switzerland, non-Americans living in the United States, families with multiple nationalities and clients who require a global perspective. For more details, please visit our services page or contact us.
WLIM offers personalized service to each of our clients, many of whom are American and European expatriates in Switzerland, the United States and elsewhere around the globe. With clients on five continents and over a dozen nationalities, we understand many of the complications of personal financial planning across international borders and work with a network of specialists to serve all of the financial planning needs of our clients.
Additionally, we have a comprehensive understanding of U.S. regulations and practice which enables us to serve Americans and Green Card holders living overseas.