Colorado Springs, CO Office

Lifeworks serves a broad mix of individual and institutional clients — including non‑wealth and high‑net‑worth individuals, trusts, estates, charitable organizations, retirement plans, and businesses — offering discretionary and non‑discretionary wealth management, financial planning, and retirement plan advisory services. The firm also makes financial planning and consulting available on a standalone basis and provides tax preparation and related services through an affiliated tax practice that is billed separately from investment advisory fees.

The firm’s investment process combines a planning‑based “tranche” framework and a classic risk‑based approach to construct portfolios, typically using low‑cost, diversified mutual funds and ETFs alongside third‑party managers, individual equities, fixed income, options, and alternatives as appropriate. Lifeworks applies quantitative and fundamental analysis with factor‑based and smart‑beta core equity models (seven model types including a hedged model), may use independent managers for portions of client assets, and employs third‑party artificial‑intelligence tools as decision‑support for research while retaining human oversight.

Compared with many multi‑team advisors, Lifeworks maintains closer operational ties to tax and accounting capabilities — including an in‑house tax/preparation entity, referrals and partnerships with outside tax firms, and advisors with accounting credentials — an arrangement that is relatively uncommon among peers. The firm also operates affiliated technology businesses that provide a proprietary client portal and practice support, and it combines that infrastructure with a national multi‑advisor platform (dozens of advisors and offices and roughly $1 billion in AUM) to deliver coordinated advisory, tax, and technology services.