A complete list of active advisors currently associated with The Life Wealth Group

Warmer can help you find a great advisor at The Life Wealth Group or one who fits your needs even better.

The LifeWealth Group is a team advisory firm that serves individuals (including high‑net‑worth clients), businesses and retirement plans; it reports nine advisors managing approximately $490,593,143 in discretionary assets for about 466 clients. Its Form ADV describes a range of services including discretionary asset management, financial planning and consulting, estate design, donor‑advised fund advice and access to model portfolios and third‑party sub‑advisors. The firm typically implements tailored, discretionary strategies using proprietary models and third‑party model managers through AE Wealth Management’s managed‑account and wrap programs, monitoring and rebalancing portfolios on an ongoing basis. Its methods of analysis include fundamental, technical and charting approaches, and its planning work can incorporate special situations such as low‑basis stock, stock options, biblically responsible investing and held‑away asset consulting. The brochure discloses several uncommon affiliations and activities for a team firm: advisors and control persons are involved in insurance sales through an affiliated insurance agency (and the firm notes advisors spend roughly half their time on insurance), some supervised persons are registered representatives of broker‑dealers and also engage in accounting, legal or real‑estate businesses, and the firm conducts educational seminars and workshops with course workbooks. The LifeWealth Group also describes its relationship with an IMO/AEWM platform (including a stated $500 million threshold for preferential platform pricing) and documents conflicts of interest and procedures intended to manage recommendations such as retirement plan rollovers and the selection of third‑party managers.

To learn more about the advisors currently working at The Life Wealth Group, 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.