Your life's goals

Wealth management to help you get there

team

Coastal Lighthouse Wealth Management was built out of a shared desire to serve families, business owners, and charitable organizations with utmost diligence and prudence. At Coastal Lighthouse Wealth Management, we want to assist our clients in making wise, financial decisions so they can continue to focus on what matters most to them, their faith, their families, and their communities. Financial Advisors Douglas Twohill and Steve Scalici realized they shared this similar vision, and in 2009, the Twohill/Scalici Wealth Management Group was born. The two combined with Kathy Leavey and Nannette Lewis

In 2022, to build on the growth Twohill/Scalici Wealth Management Group experienced, the team welcomed aboard financial advisor Ryan Shippy and client services associate Megan Kiziah. In addition, the team changed its name to Coastal Lighthouse Wealth Management. Ryan and Megan share the same dedicated vision as Doug, Steve, Kathy, and Nannette to build sound financial plans for each of our clients.

The team draws on over 80 years of combined experience to help families navigate the challenges of both the investment world and personal financial decisions. We work hard to protect what you worked hard to accumulate.  At Coastal Lighthouse Wealth Management, we consider it an honor that many of our families have been with the team for decades and span multiple generations.

Currently entrusted with more than $500 million in assets, our primary focus is serving families, businesses, and charities with over $1 million in investable assets. If you, your family, your charity or your business are looking for wise strategies to both protect and enjoy your success through a goals-based wealth management approach, Coastal Lighthouse Management would love to start a conversation with you.

Sailing splash

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights