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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: WE FAMILY OFFICES CRD Number: 109869OtherThanAnnual Amendment All Sections
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Who needs white lighthouse investment management?

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Individuals looking for professional investment management services.
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Businesses seeking assistance with financial planning and investment strategies.
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Those who want to ensure their investments are managed by experienced professionals.
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White Lighthouse Investment Management is a financial management firm that offers investment advice and services to clients.
Any individual or entity that is managing investments on behalf of clients is required to file White Lighthouse Investment Management.
To fill out White Lighthouse Investment Management, you would need to provide detailed information about the investments you manage, the performance of those investments, and any fees or expenses associated with managing them.
The purpose of White Lighthouse Investment Management is to help clients achieve their financial goals through effective investment strategies and portfolio management.
Information such as the types of investments managed, investment performance, fees charged, and any conflicts of interest must be reported on White Lighthouse Investment Management.
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