Your life's goals

Wealth management to help you get there

Generational Family on Beach

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.

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UBS and Credit Suisse—stronger than ever

Global Wealth Report 2024

Crafted wealth intelligence

Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

Gain additional insights into the trends shaping wealth in the US and around the world.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager