Good Life Private Wealth, LLC

Good Life Private Wealth, LLC provides fee-based, discretionary investment management and limited financial planning and consulting to individuals (including both high-net-worth and non‑HNW clients), as well as trusts, estates, endowments, pension and profit-sharing plans, charitable organizations, and business entities. The firm manages client assets on a discretionary basis (approximately $44.5 million as of March 2026) and does not maintain custody of client funds or securities except for authorized fee deductions.

The firm follows an active, capital‑preservation oriented investment approach that incorporates both fundamental and technical analysis and repositions assets as market conditions change rather than following a strict buy‑and‑hold strategy. To manage risk and seek downside protection, the advisor uses tools such as stop‑losses, cash positions as defensive hedges, inverse funds and short positions, and explicitly uses options and other derivatives in separately managed accounts — a practice the brochure identifies as uncommon among peers.

Distinctive features include a small advisory team model and the firm principals’ engagement in public speaking and online training workshops and seminars (fees may be charged), which the brochure notes as an additional service offering not common in this peer group. The firm also generally recommends a single preferred custodian for execution and custody, does not participate in wrap fee programs, and leaves proxy voting authority with clients rather than voting client securities.