Founder
Lightman Capital
Becky Lightman is more than just an investment advisor. As the founder of wealth management group Lightman Capital in Boca Raton, she takes a personal interest in her clients—with the goal of maximizing their ability to meet both financial and life goals.
Becky, a native Floridian with years of experience at prominent Wall Street investment firms, saw a unique value proposition to bring to clients.
“Clients at big institutions are often given cookie-cutter portfolios that the banks set, many times in those companies’ own investment products,” explains Becky. “As a boutique firm, we customize the client’s strategy with investment solutions from any number of financial institutions. Being independent and serving as a fiduciary allows us the flexibility to do that.”
Becky believes that being a woman in finance is a huge plus. “I go in very differently from the average financial advisor. I manage clients’ money like they’re family and speak to them like they’re friends,” she points out. “I listen. I take the time. Every big event in life involves financial decisions. My goal is to help my clients navigate these decisions in the way that’s best for them.”
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