Scottsdale, AZ Office
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Life Wise Planning Group LLC
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About
Life Wise Planning Group provides discretionary portfolio management, financial planning, and consulting to individual and high‑net‑worth clients, business entities, and qualified retirement plans. The firm also offers modular planning services—including Social Security and pension analyses, Roth conversion review, long‑term care and estate document reviews—and an optional subscription income/cash‑flow management tool.
The firm implements client strategies using fundamental, technical, and cyclical analysis, and may engage third‑party sub‑advisors to manage portions of client assets or to maintain model strategies. It also employs an actively managed tactical sector rotation approach that can include leveraged and inverse ETFs, and conducts periodic account reviews to monitor allocations and risk.
A distinctive feature disclosed in the brochure is the firm’s affiliation with an insurance business: a firm principal conducts insurance activities and offers insurance products for separate compensation, a conflict of interest that the firm discloses and addresses through policies and client disclosures. The firm also offers mutual‑fund‑based account options and uses third‑party arrangements and limited‑custody mechanisms (including standing letters of authorization) for billing and account administration.
Based on Life Wise Planning Group LLC
Expertise
Based on Life Wise Planning Group LLC
Location
8700 East Vista Bonita Drive, Suite 216
Scottsdale AZ 85255
Advisors at this office
2
Advisors at this office
Scott S
Series 63, Series 65
Scottsdale, AZ
Life Wise Planning Group LLC
Scott Sorum is a financial advisor with Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Premier Estate Planning, The O.N. Investment Management Co., and The Master Planning Group, Inc. He serves on the board of Child’s Wish Ministry, a nonprofit organization. Life Wise Planning Group provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, business entities, and qualified retirement plans. The firm uses fundamental, technical, and cyclical analysis, along with tactical sector rotation strategies, and may engage third-party sub-advisors for asset management.
Caleb B
Series 63, Series 65
Scottsdale, AZ
Life Wise Planning Group LLC
Caleb Bell is a financial advisor at Life Wise Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Vanguard Marketing Corporation and TriGuard Management LLC. Life Wise Planning Group LLC provides discretionary asset management, ERISA plan advisory services, and financial planning for individuals, business entities, and retirement plans, managing approximately $52 million in assets. The firm employs fundamental, technical, and cyclical analysis and offers an actively managed Tactical Sector Rotation strategy, along with various planning services ranging from comprehensive accumulation plans to Social Security maximization.
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