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

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

Lifewater Wealth Management advises individuals, high‑net‑worth clients, and corporations with services that include goals‑based financial planning, discretionary portfolio and investment management, separately managed portfolios, and project‑based planning. The firm also offers bookkeeping and accounting through unaffiliated third‑party providers and provides tax preparation services for clients with at least $1,000,000 in assets under management. The firm’s investment approach emphasizes modern portfolio theory and strategic/tactical asset allocation, blending passive and active strategies and tailoring portfolios to client risk tolerances and concentrated positions when necessary. Portfolio management is typically discretionary, and Lifewater implements strategies using both in‑house allocations and third‑party managers or advisory platforms, monitoring outside managers to ensure alignment with client objectives. Distinctive features in the brochure include the firm’s routine use of third‑party advisory platforms and separately managed strategies, plus integrated operational support (participant account management for held‑away retirement plan accounts, bookkeeping, and tax preparation coordinated with third‑party providers). The brochure also discloses that these platforms and providers are unaffiliated and that Lifewater does not receive separate compensation from recommended third‑party money managers.

To learn more about the advisors currently working at LifeWater 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.