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Edward Kozlowski

Senior Vice President, Financial Advisor

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Ed’s Locations

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

Meet the Lighthouse Team

Ed takes the responsibility that comes with the position of financial advisor very seriously. He adheres to Standards of Professional Conduct and renews his designation every two years by completing 40 hours of content-specific continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. In his role at Wealth Enhancement Group, his experience and dedication to his profession will enable him to guide clients toward sustainable financial stability. Ed joined Wealth Enhancement Group in 2021 through the Lighthouse Wealth Management acquisition. Ed lives in New Market, MD with his wife Mindy. When time allows, he enjoys spending time outside with friends and family.

Education

  • BS, Accounting, Lemoyne College
  • MS, Personal Financial Planning, College of Financial Planning, Denver

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Insights from Ed

What we’re thinking about

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Tax Planning

Selling a House? How to Mitigate Capital Gains Tax

Selling your home for a profit? Learn how capital gains tax works, who qualifies for the $250K/$500K exclusion, and smart strategies to reduce your tax bill. Understand exceptions, surviving spouse rules, and more.
Edward Kozlowski Feb 3, 2022
Couple Walking in Vineyard with dog
Why Wealth Enhancement

One coordinated team, built around your plan

Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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