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-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.

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.