Working with LightPoint is a breeze. They’re responsive, proactive, and easy to work with. And, they’re sincerely interested in my success.
Michael PetersonAdvisor
Working with Cassandra and the team at Beacon Wealth has been a perfect fit for my faith based clients. I have come to know that they are professional in all areas of due diligence and communicating with the partner Advisor. Our clients have benefited from LightPoint Portfolio’s turn key approach to active management in the faith based investment realm. I have found communication with all team members has been very good and easily accessible.
Steve RomanoAdvisor