White Lighthouse Investment Management (WLIM) is an independent investment management and financial planning company based in Lexington, Massachusetts and Lausanne, Switzerland and was established in 2006. We provide fee-only investment management and financial planning services to individuals and families around the world. We specialize in serving overseas Americans, especially in Switzerland, non-Americans living in the United States, families with multiple nationalities and clients who require a global perspective. For more details, please visit our services page or contact us.
WLIM offers personalized service to each of our clients, many of whom are American and European expatriates in Switzerland, the United States and elsewhere around the globe. With clients on five continents and over a dozen nationalities, we understand many of the complications of personal financial planning across international borders and work with a network of specialists to serve all of the financial planning needs of our clients.
Additionally, we have a comprehensive understanding of U.S. regulations and practice which enables us to serve Americans and Green Card holders living overseas.
Jonathan Lachowitz CFP®
Jonathan Lachowitz is the founder of White Lighthouse Investment Management and a cross border expert. Jonathan is a CFP® professional and is authorized to use the CFP® marks in both the United States and Switzerland . He completed his MBA in Finance and International Business at New York University's Stern School of Business in 1997 Jonathan also holds a B.A. in Economics from Hamilton College.
Jonathan is a member of the Financial Planning Association (FPA) and is an active member of their cross border community He was the 2009 chair of the FPA Europe Africa and Middle East Geographic Focus Group. Jonathan also serves as a volunteer on the executive committee and board of American Citizen's Abroad (ACA) where he works in the areas of Social Security, Medicare , Banking and US taxation. Jonathan is also a member of ACA's Professional Tax Advisory Council. Jonathan is a Board member of the Swiss Financial Planning Organization (SFPO), who are responsible for licensing the CFP® marks in Switzerland.
Jonathan is an accomplished author on international personal financial topics and in 2014 was asked by the Wall Street Journal to be one of their Personal Finance Experts to write articles and answer reader questions on their new expat portal. Many of Jonathan's articles can be found here on our web site.
Before starting his company, Jonathan worked for fifteen years in international finance positions at Tetra Laval International, IMD and Ingersoll-Rand. In addition to investment management and financial planning, Jonathan was also an occasional lecturer at IMD, one of the world's leading business schools.
John Wanvig joined White Lighthouse Investment Management as a Financial Planner and Investment Advisor in 2016. He completed his MBA from Harvard Business School in 1988 and his BA in Economics from Cornell University in 1984. John began his career on Wall Street working for an investment bank, Prudential Bache Securities.
Following his MBA, John joined General Mills and had a 26-year career as a senior executive building their International Breakfast Cereal Joint Venture, CPW (a Nestlé & General Mills JV). During this time, he worked as a VP Director with P&L responsibility for $450 Million in sales. John is very experienced in cross border international business having worked in Latin America, China, Australia, Europe, Russia, SE Asia and the Middle East. John was also the President of CEEREAL, the European Breakfast Cereal Association in 2012 and 2013.
John has lived outside the USA as an expat executive for more than 20 years and is very comfortable with the common issues of expat executives: stock options, company stock plans, pension plans, expat investment strategies, money transfers etc.
John is now returning to his first passion, Finance and Financial Planning. He will be located in White Lighthouse’s Lausanne, Switzerland office. John has completed the Certified Financial Planning (CFP® ) Coursework and is a candidate for CFP® certification. He is a member of the Financial Planning Association (FPA). John is also busy with Business Angels Switzerland (BAS) and as a CEO coach in the Entrepreneurship ecosystem at the EPFL University in Lausanne.
Jeffrey Haindl CFA CFP®
Jeff Haindl joined White Lighthouse Investment Management as a Financial Planner and Investment Advisor in 2018. Jeff is a CFA charter holder and a member of the Swiss CFA society. He holds a master’s degree in economics (lic. oec. publ.) from University of Zurich, Switzerland.
Jeff started his career in the financial industry in 1994 working for the Swiss Stock Exchange. In 1998, he joined Julius Baer’s alternative investment management business in Zurich. He moved to New York in 2001 and spent almost 10 years as an institutional investor working for Julius Baer, American Express Financial Advisors, American Express Bank and Standard Chartered Bank. In 2010, he re-located back to Zurich and joined Falcon Private Bank where he oversaw the bank’s investment management, advisory and mutual funds business across all domestic and international locations.
In his long career in the investment management industry Jeff has been confronted with US-Swiss cross-border financial planning topics throughout his personal life and career. Jeff is based in Zurich where he also lives with his family.
You are invited to contact us to schedule a free, no-obligation, consultation.
Certified Financial Planner Board of Standards owns the certification marks CFP® Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which is awards to individuals who successfully complete CFP Board's initial and ongoing certification marks. SFPO, The Swiss Financial Planners Organization is responsible for licensing the CFP® certification marks in Switzerland.