Lighthouse Wealth Management at William Blair is a full-service wealth management team. Originally formed to launch William Blair’s first Private Wealth Management office in the Mid-Atlantic, our team continues to grow to better serve our clients with additional professionals, services, and capabilities. Together, we work with a broad range of individuals, families, entrepreneurs, and nonprofits to offer investment advice and wealth planning services. We proudly embrace William Blair’s culture of putting clients first, its spirit of partnership, and its mission to engage in our communities. To learn more about our team, please contact LighthouseWealthManagementTeam@williamblair.com.
Lighthouse Wealth Management
William Blair Private Wealth Management
Quarterly Investment Commentary
View our Q3 2024 Global Market Review and Outlook.
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Across sectors, we have seen accelerated adoption of technology, business opportunity, and a deglobalized environment. Learn from our experts what this evolution means for a post-pandemic world.
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Learn moreAbout William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935
Year William Blair was founded
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1,900+
Employees worldwide
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149 billion+
Client assets
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89 Years
Independent and employee-owned
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20+
Offices worldwide
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~650
Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Thought Leadership
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Asset Allocation: Your Biggest Investment Decision
Building a portfolio involves countless decisions. But none is more important than how you allocate your wealth across asset classes. This white paper describes the process of developing a customized asset-allocation strategy, achieving meaningful diversification across and within asset classes, and monitoring allocations and reviewing portfolios.
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Our Latest News
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Elevation Oncology, Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Elevation Oncology, Inc. (ELEV $0.56), a clinical-stage biotechnology company advancing a Phase I antibody-drug conjugate (ADC) against claudin 18.2, initially targeting gastric cancer/gastroesophageal junction (GEJ) adenocarcinoma with pancreatic cancer as an expansion opportunity.
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Denali Therapeutics Inc.: Initiation of Research Coverage
William Blair initiated research coverage of Denali Therapeutics Inc. (DNLI $20.38), a clinical-stage biotechnology company developing treatments for CNS and other indications by leveraging its unique blood–brain barrier penetrating technology platform.
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