Good Life Private Wealth, LLC

Good Life Private Wealth serves individual clients (including high‑net‑worth individuals) as well as trusts, estates, pension and profit‑sharing plans, charitable organizations, and business entities, providing fee‑based discretionary portfolio management and limited financial planning or consulting as requested. The firm manages client assets on a discretionary basis and does not serve as custodian for client funds except for authorized fee deductions.

The firm follows an active, risk‑managed investment approach that combines fundamental and technical analysis with a focus on capital preservation as well as appreciation, routinely repositioning assets rather than adhering to a buy‑and‑hold strategy. To implement that approach Good Life uses exchange‑listed securities, ETFs and U.S. government securities and explicitly employs tools such as options, inverse funds, short positions, stop‑losses and cash hedges — including the use of derivatives within separately managed accounts, which is uncommon among similar supported firms.

Distinctive aspects of the firm include a compact advisory team managing roughly $44.5 million in discretionary assets for under 100 clients and a disclosed practice of offering public and online educational seminars and workshops, which clients may attend or purchase but are not required to. The combination of a small team, a tactical strategy that can employ derivatives in client accounts, and an education‑focused outreach differentiates Good Life’s service mix from many peers.