A complete list of active advisors currently associated with Life Story Wealth Planning

Warmer can help you find a great advisor at Life Story Wealth Planning or one who fits your needs even better.

Life Story Wealth Planning provides discretionary wealth management to high‑net‑worth individuals and corporations and publishes a publicly available investment newsletter with optional paid premium tiers. The firm no longer offers standalone financial planning; planning is provided only incidentally within wealth management engagements. Investment decisions are driven by a proprietary three‑layer process called Tzur Magen that narrows a 21‑asset‑class universe to roughly seven and constructs portfolios using fundamental, technical, and macro analysis, with quarterly full reconstitutions and more frequent position updates. The firm uses derivatives, limited futures exposure, long/short spread positions, margin accounts, and hedging as part of its active approach, and it structures some client engagements under performance‑based fee arrangements available only to eligible clients — an arrangement that the brochure identifies as a potential source of incentive‑related conflicts the firm monitors. Noteworthy distinctions include the explicit use of options, futures, short positions, and concentrated asset‑class selection combined with frequent turnover and required custody at an institutional platform, as well as the dual offering of advisory services and a paid newsletter. The firm is a recent registrant, reports no assets under management as of the most recent filing, and discloses that its principal maintains an outside business and devotes part‑time hours to that activity.

To learn more about the advisors currently working at Life Story Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.