A complete list of active advisors currently associated with Lifecraft Wealth Management

Warmer can help you find a great advisor at Lifecraft Wealth Management or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individual and high-net-worth clients. It offers discretionary portfolio management focused on diversified, low‑cost mutual funds and ETFs, and may also recommend independent managers and insurance products as separate implementations. The firm’s approach is primarily long‑term but incorporates technical charting analysis and market indicators to inform security selection and tactical reallocations, with portfolios constructed around strategic asset allocation and periodic rebalancing. Accounts are managed on a discretionary, fiduciary basis, with clients able to set reasonable investment restrictions and the advisor conducting regular monitoring and reviews. The firm operates as a solo advisory practice overseeing roughly $72.6 million for about 124 clients, a combination of scale and single-advisor structure that is uncommon among peers. The lead advisor holds CFP certification, maintains a part-time insurance practice that may generate commission-based compensation, and has an institutional relationship with its recommended custodian that provides software and other economic benefits, which may give rise to potential conflicts of interest.

To learn more about the advisors currently working at Lifecraft Wealth Management, 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.

Name	Location	Years of experience
Jose Martin	Sunrise, FL	23

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