user avatar

Matthew Mullowney

Advisor at Lifeworks Advisors, LLC

Updated today

Location

St. Francisville, LA 70775

Credentials

Series 66

Industry experience

11 years

About

Matthew Mullowney is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management, LPL Financial, LLC, and Woodbury Financial Services, Inc. Outside of his advisory role, he is involved in non-variable insurance activities. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.

Client services

Based on Lifeworks Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Lifeworks Advisors, LLC

Factor investing / smart beta Options & derivatives strategies Tax-loss harvesting Business exit / sale strategy Tax strategies for small businesses

Occupation focus

Based on Lifeworks Advisors, LLC

Self-Employed Veterinarian

Demographic focus

Based on Lifeworks Advisors, LLC

Mid-Career Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fees up to $50,000 (one-time or ongoing monthly up to $4,167)

Percentage

Up to 1.50% annually

Location

7355 Us 61

St. Francisville, LA 70775

Most active in

Louisiana

Work history

LifeWorks Advisors, LLC dba Cadillac Wealth Advisors

2023 - Present (3 years)

Financial Advocates Investment Management

2019 - 2023 (4 years)

LPL Financial, LLC

2019 - 2023 (4 years)

Woodbury Financial Services inc

2016 - 2019 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Matthew W

Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

Matthew Word is a financial advisor at Cane Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Bardwell Homes, Triad Electric and Controls, and Louisiana State University-University Laboratory, among other roles. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis alongside active use of derivatives and external manager arrangements to implement options overlays and risk management strategies.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
user avatar

Gabriel K

Series 66

Saint Francisville, LA

KG Capital Management, LLC

Gabriel Kora is a financial advisor with KG Capital Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and KG Capital Management since 2012. Outside of his advisory work, he is involved with Three Rivers Consulting Group, LLC, advising landowners on mineral leasing activities. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services and financial planning. The firm uses fundamental and cyclical analysis to guide asset allocation and security selection, employing a range of investment strategies tailored to client needs.

Options & derivatives strategies Real estate investing Active portfolio management Founder/Business Owner
user avatar

Christophe L

Series 63, Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KG&L Capital Management LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a member of Three Rivers Consulting Group, LLC, which advises landowners on mineral leasing activities. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses fundamental and cyclical analysis to guide portfolio construction and employs active derivatives strategies, including options overlays and tax-management techniques, to manage client portfolios.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
user avatar

Steven M

Series 63, Series 65

Saint Francisville, LA

KG Capital Management, LLC

Steven Medo is a financial advisor at KG Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KG Capital Management since 2018. Outside of his advisory role, Medo serves as CFO and board member of the James P. Raymond Foundation, where he advises on asset allocation and risk management. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and access to third-party money managers. The firm employs fundamental and cyclical analysis to guide asset allocation and security selection, utilizing a variety of trading strategies within separately managed accounts.

Options & derivatives strategies Real estate investing Active portfolio management Founder/Business Owner
user avatar

Andrew G

Series 63, Series 65

Saint Francisville, LA

KG Capital Management, LLC

Andrew Grezaffi is a financial advisor with KG Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and KG Capital Management since 2012. Outside of his advisory role, Grezaffi is a partner in a cattle ranch operation, maintaining approximately 180 head of cattle. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services, financial planning, and access to third-party money managers. The firm employs fundamental and cyclical analysis for asset allocation and uses a range of trading strategies, including derivatives, within separately managed accounts.

Options & derivatives strategies Real estate investing Active portfolio management Founder/Business Owner
user avatar

Michael W

Series 63, Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

Michael Word is a financial advisor at Cane Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including KG&L Capital Management, Frontier Solutions, Summit Financial Wealth Advisors, and Vere Asset Management. Outside of advisory roles, he holds partial ownership interests in a home health agency, storage rental business, and several real estate and land management ventures. Cane Capital Partners, LLC provides investment advisory services to individuals, pension plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis, active derivatives strategies, and external manager arrangements to guide investment decisions.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")