Financial advice for

business owners.

lawyers.

busy professionals.

all.

At First Light Wealth, we're dedicated to helping you plan for a confident retirement, while assisting with the necessary decisions & tasks along the way

Read the Stories

FEATURED IN

Save time, reduce stress, & gain confidence (in your money).

Talk with an Advisor

See the Services

Financial planning, tax planning, investments, and more

About First Light

Learn more about the firm & our founder, David Hunter

Schedule a call with First Light Wealth at your convenience

HOW WE'RE DIFFERENT

First Light vs. The Rest

First Light Wealth

Fiduciary at all times

CFP® - The 'gold standard' in financial planning

Comprehensive & personalized just for you

Focused on achieving goals

Investment portfolios that match a financial plan

Investment independence

Tax planning to reduce lifetime taxation

No asset minimums

Financial education to help you stay the course

Transparent pricing

Other Advisors

Not always the case

Not always the case

Cookie-cutter planning templates

Focused only on investment performance

Portfolios that chase returns

Proprietary investments & "preferred funds"

Little-to-no tax guidance

Minimums often >$1M to receive full service(s)

Minimal communication or emotional guidance

Fees that are nearly impossible to find

See the Services

The Law Firm Owner’s Jumpstart Guide to Ultimate Wealth

In this free 22-page guide, you'll learn how to:

Build wealth
Get organized
Minimize taxes
Control cashflow
Manage your health

Thank you! Click the button below to access your free guide:

Oops! Something went wrong while submitting the form.