Good Life Wealth Management LLC

Good Life Wealth Management provides financial planning and investment advisory services to individuals and high-net-worth clients, covering areas such as retirement, tax considerations, insurance planning, education funding, and estate considerations. Client engagements begin with an interview and a signed client engagement agreement, followed by data collection and, where appropriate, written investment guidelines tailored to objectives and constraints.

The firm employs a Core + Satellite investment approach that blends passive index-based core holdings with selectively active satellite positions, and emphasizes tax efficiency through asset location and reduced turnover. It primarily recommends ETFs, mutual funds, and investment-grade bonds (excluding leveraged or inverse ETFs), and manages accounts on both discretionary and non-discretionary bases depending on the client agreement, generally preferring discretionary authority but accommodating non-discretionary arrangements.

Distinctive elements in the brochure include the lead adviser’s CFP and CFA credentials alongside advanced musical degrees and a public resource focused on musicians’ finances, indicating a niche competence with musician clients. The firm also discloses outside business activities that are uncommon among peers — the adviser is a licensed insurance agent who may recommend insurance products — and it participates in referral networks (including Zoe Advisor Network) and custodian programs (notably with Charles Schwab), arrangements the firm discloses as potential conflicts of interest.