Life Moves Wealth Management

Overview

Life Moves Wealth Management operates as an independent, individual-owned RIA organized as an LLC. The firm serves both individual and family clients as well as institutional or business clients. Core services center on financial planning and discretionary portfolio management for individuals, small businesses and larger business/institutional clients, supplemented by educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not self-identify as an active ESG investor, is not multi-state registered, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives