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The Life Wealth Group

Updated today

Client AUM

$445,460,849

Clients

466

Advisors

9

of 22 employees

About

The LifeWealth Group is a team-based registered investment adviser that serves individuals (including high-net-worth clients), businesses, and retirement plans with holistic wealth management services. Its offerings include discretionary asset management, financial planning and consulting, estate-planning support via a third‑party document platform with attorney review, and access to managed-account/wrap programs and donor-advised funds.

The firm implements discretionary portfolio management using proprietary model portfolios and third‑party sub‑advisors, including participation in AE Wealth Management’s managed‑account program, and employs strategic and tactical asset‑allocation approaches as well as value‑oriented strategies when appropriate. Advisors work with clients one‑on‑one to tailor recommendations, coordinate held‑away assets, and negotiate fees, while disclosing conflicts associated with retirement‑plan rollover recommendations and sub‑adviser arrangements.

What is notable about the firm relative to many peers is its range of uncommon affiliations and activities disclosed in its brochure: an affiliated insurance agency and significant insurance-selling activity (with advisors estimating roughly half their time on insurance sales), an affiliated business‑transition advisory/brokerage practice for exits and succession, and that some advisers also act as registered representatives, attorneys, CPAs, or real estate professionals. The brochure also discloses that the firm reports about $490.6 million in discretionary AUM while its AEWM relationship references preferential pricing that requires maintaining $500 million on the platform, and that a control person has disclosed customer disputes in their Form ADV Part 2B supplement.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Charitable giving & philanthropy Retirement income strategy Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Demographic focus

Religious/faith focused

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Fee options

Fixed

Flat fees charged for estate planning services, fees negotiated based on scope of services

Percentage

Negotiable, up to 2% annually

Commissions

Insurance products commissions vary, including fixed index annuities and other insurance product commissions

Other

Account minimum: $500,000 Fee-only: Fees are negotiated based on scope of services; no commissions for advisory fees

Main office

270 W. Plant Street, Ste. 240

Winter Garden FL 34787

Advisors at this office

9

Most active in

California · Florida · Georgia · Kansas · Missouri · North Carolina · Texas

Also doing business as

Lifewealth Investments, LLC · Significant Wealth Management, Inc. · The Life Wealth Group

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Hilgardt L

CFP®, Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Hilgardt Lamprecht is a CFP® professional with 29 years of industry experience. She is affiliated with The LifeWealth Group, where she has held various roles since 2002, including owner and president. Her career includes tenure at firms such as Madison Avenue Securities and AE Wealth Management. Lamprecht serves as a board member of a fundraising organization, Mission Increase. The LifeWealth Group is a team-based registered investment adviser that provides comprehensive wealth management services to individuals, businesses, and retirement plans. The firm employs discretionary portfolio management through proprietary models and third-party sub-advisors, combining strategic and tactical asset allocation with value-oriented strategies tailored to client needs.

Charitable giving & philanthropy Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive Religious/faith focused
user avatar

Luis P

Series 66

Winter Garden, FL

The Life Wealth Group

Luis Pinto is a financial advisor with The LifeWealth Group based in Winter Garden, FL. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at Merrill Lynch, Madison Avenue Securities, and Northwestern Mutual. Outside of his advising duties, he serves as a chapter advisory board member for Theta Chi Fraternity, mentoring members on personal and professional development. The LifeWealth Group is a team-based registered investment adviser that provides holistic wealth management services to individuals, businesses, and retirement plans. The firm uses proprietary model portfolios, third-party sub-advisors, and strategic asset allocation to tailor discretionary portfolio management and also maintains an affiliated insurance agency alongside other specialized services.

Charitable giving & philanthropy Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive Religious/faith focused
user avatar

Meghan K

Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Meghan Knowles is an advisor with The Life Wealth Group in Winter Garden, FL. She holds Series 63 and Series 65 designations and has been with The Life Wealth Group since 2023. Prior to her current role, she held positions at Covenant Transport, Northwestern Mutual Investment Services LLC, and several other firms. The Life Wealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with wealth management services including discretionary asset management, financial planning, and estate-planning support. The firm utilizes proprietary model portfolios and third-party sub-advisors, employing strategic and tactical asset allocation alongside value-oriented strategies.

Charitable giving & philanthropy Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive Religious/faith focused
user avatar

Josiah J

Series 66

Winter Garden, FL

The Life Wealth Group

Josiah Jazwa is a financial advisor with The LifeWealth Group, holding a Series 66 designation and four years of industry experience. His work history includes roles at Ameriprise and AE Wealth Management. Outside of advisory roles, he is involved in consulting on accounting functions and holds a minority ownership interest in a commercial real estate company. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with wealth management services that include discretionary asset management, financial planning, and estate-planning support. The firm uses proprietary portfolios and third-party sub-advisors, combining strategic asset allocation with value-oriented strategies, and maintains a notable range of affiliated insurance and business-transition advisory services.

Charitable giving & philanthropy Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive Religious/faith focused
user avatar

Austin W

Series 65

Winter Garden, FL

The Life Wealth Group

Austin Wallace is a financial advisor with The Life Wealth Group in Winter Garden, FL. He holds a Series 65 designation and has five years of industry experience. Prior to joining The Life Wealth Group, Wallace worked at Trinity Wealth Securities and Florida Financial Advisors. The Life Wealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services. The firm uses discretionary portfolio management with proprietary models and third-party sub-advisors, offering tailored recommendations and a blend of strategic, tactical, and value-oriented investment approaches.

Charitable giving & philanthropy Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive Religious/faith focused
user avatar

Francis S

Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Francis St Amand is a financial advisor with The Life Wealth Group in Winter Garden, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior roles include positions at Ameriprise, Wells Fargo, Merrill, and Webster Bank. Outside of advising, he is also active as an artist and musician. The Life Wealth Group is a team-based registered investment adviser that serves individuals, businesses, and retirement plans with holistic wealth management services. The firm employs discretionary portfolio management using proprietary models and third-party sub-advisors, offering tailored financial planning, estate-planning support, and access to managed-account programs.

Charitable giving & philanthropy Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive Religious/faith focused
user avatar

Hilton L

Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Hilton Lamprecht is a financial advisor with The Life Wealth Group, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at Madison Avenue Securities and AE Wealth Management, and is also involved in mortgage lending through Clifton Mortgage Services. Additionally, he partners with LifeWealth Transition Partners LLC, providing business succession planning and advisory services. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management, including discretionary asset management, financial planning, and estate-planning support. The firm utilizes proprietary and third-party model portfolios, strategic asset allocation, and value-oriented strategies to tailor solutions for its clients.

Charitable giving & philanthropy Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive Religious/faith focused
user avatar

Bradley B

CFP®, Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Bradley Busbin is a CFP® professional with 20 years of experience in the financial industry. He is currently with The LifeWealth Group, a firm where he has worked in various capacities since 2009. In addition to his financial advisory roles, he is the sole president and owner attorney at Busbin Law Firm, specializing in estate planning and trust administration. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services, including discretionary portfolio management using proprietary and third-party model portfolios, financial planning, and estate-planning support.

Charitable giving & philanthropy Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive Religious/faith focused
user avatar

Richard S

CFP®, Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Richard Sampson is a CFP® professional with Series 63 and Series 65 licenses, currently serving as an advisor at The LifeWealth Group. He has one year of industry experience, including roles at LifeWealth Investment, Madison Avenue Securities, and Amplified Planning. Outside of financial services, he has experience in small business ownership and university-level work. The LifeWealth Group is a team-based registered investment adviser serving individuals, businesses, and retirement plans with comprehensive wealth management services. The firm employs discretionary portfolio management using proprietary models and third-party sub-advisors, offering tailored financial planning, estate-planning support, and access to managed-account programs.

Charitable giving & philanthropy Retirement income strategy Options & derivatives strategies Founder/Business Owner Executive Religious/faith focused
View complete list of advisors at this firm
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