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Meet With Us

Lighthouse Team

164 West Main Street, Suite F

New Market,

MD

21774

lighthouse-info@wealthenhancement.com

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Meet with us

About the Lighthouse Team

The Lighthouse team provides qualified investors with holistic financial planning, investment management, tax planning and tax preparation*, and estate planning. We specialize in servicing retirees, high-net-worth individuals and families, business owners, federal government employees, and teachers. When you work with the Lighthouse Team, you get the best of both worlds: a small, boutique firm feel, combined with the resources of a large, RIA firm. Let’s connect to find out how we can help. 

*Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®

Advisory Team

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Andy Wilson

CFP®

Senior Vice President, Financial Advisor

New Market, MD

Naples, FL

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Michael Wali

CFP®

Senior Vice President, Financial Advisor

New Market, MD

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Katy Chase

CFP®

Senior Vice President, Financial Advisor

New Market, MD

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Ed Kozlowski

MPAS℠

Senior Vice President, Financial Advisor

New Market, MD

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Jonathan Winkert

CFP®

Vice President, Financial Advisor

New Market, MD

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Justin Byram

CFP®, BFA

Vice President, Financial Advisor

New Market, MD

Meet the Lighthouse Team

Resources from our team

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Blog

4 Ways to Establish Your Long-Term Financial Goals

Ready to take control of your financial future? Learn practical steps to define and achieve your long-term financial goals—aligning your values, setting priorities, and creating a clear action plan.
Katy Chase CFP®

Blog

What The Media Gets Wrong About Market Volatility

We live in an age where the media is ubiquitous. With so many outlets, channels, websites, publications, talking heads, etc.—often competing against each other for the same audience—it can be hard to tell if the information you’re getting is the information you need. 
Justin Byram CFP®, BFA

Blog

Saving Through an Energy-Efficient Home

Financial management isn’t just about preparing for retirement or reducing taxes. It’s also about looking for opportunities to save money over time. One way to accomplish this is by saving energy at home. An energy-efficient home is one that uses less energy on a day-to-day basis—and it can be accomplished with some simple lifestyle changes and eco-friendly home improvements. In some cases, these investments even qualify you for a tax credit, which can help defray your upfront costs.
Katy Chase CFP®

Blog

How an Experienced Advisor Can be Your Copilot Through Market Volatility

During times of uncertainty, you may find yourself traveling down unfamiliar roads as you're forced to navigate new paths where one wrong turn could have devastating consequences. Consider this: The ride you are taking is your financial journey. You will face periods of market volatility and economic upheaval throughout your life. Now, let's continue to view it through our traveling analogy.
Jonathan Winkert CFP®

Blog

Selling a House? How to Mitigate Capital Gains Tax

With soaring home values, many sellers expect a sizable profit when listing their property—and it certainly feels great to get a high price for the sale of your home. However, in some cases, the IRS may want a piece of the action.
Ed Kozlowski MPAS℠

Team locations

New Market, MD
164 West Main Street, Suite F, New Market, Maryland, 21774
(301) 865-9740
details

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.