Strauss Borrelli PLLC, a leading data breach law firm, is investigating Lighthouse Wealth Partners (“Lighthouse”) regarding its recent data breach. The Lighthouse data breach involved sensitive personal information belonging to an undetermined number of individuals.
ABOUT LIGHTHOUSE WEALTH PARTNERS:
Lighthouse is an independent financial services firm based in North Carolina. Established in 2018 through the merger of Sunrise Wealth Partners and Lighthouse Financial Group, Lighthouse offers a variety of financial services to individuals.2 Today, these services include retirement planning, investment management, income strategies, estate planning, financial planning, life insurance, and social security planning.3 Headquartered in Wilmington, North Carolina, Lighthouse operates out of one location.
WHAT HAPPENED?
Recently, Lighthouse reported to the Attorney General of the Commonwealth of Massachusetts that the sensitive personal identifiable information in its care may have been compromised. In the sample breach notice provided to the Attorney General of the Commonwealth of Massachusetts, Lighthouse does not elaborate on the nature of the security incident that impacted its systems. While the information impacted varies depending on the individual, the type of information potentially exposed includes:
- Name
- Social Security number
- Financial account number
On March 25, 2025, Lighthouse began mailing data breach notification letters to impacted individuals. Based on the breach notices provided to the Massachusetts residents, Lighthouse is providing affected individuals with a list of the information impacted and 24 months of complimentary credit monitoring services. A link to the form breach notification letter that Lighthouse filed with the Attorney General of the Commonwealth of Massachusetts is below.
If you received a breach notification letter from Lighthouse Wealth Partners:
We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at 872.263.1100 or sam@straussborrelli.com.
