Your life's goals

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. In addition, the team changed its name to Coastal Lighthouse Wealth Management. In 2024 the team expanded grew as Mason Boudreaux was added; while Nannette retired. Ryan and Mason share the same dedicated vision as Doug, Steve, and Kathy 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 $600 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.