Lifelong Wealth Strategies, LLC

Overview

Lifelong Wealth Strategies, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company that serves individual and family clients. The firm emphasizes discretionary portfolio management and financial planning for individuals and small businesses, and it also conducts insurance brokerage and other financial product sales. Investment activity is equity-first: the firm’s reported assets are concentrated in exchange-traded equities, which function as the core of client portfolios. Although Lifelong Wealth Strategies is not structured as a capital allocator, it does place client capital with third-party alternative managers when appropriate. Its fee structure is primarily a percentage of assets under management supplemented by other compensation sources typical of firms that combine advisory and insurance distribution activities. Client engagements generally blend ongoing portfolio oversight with financial planning and insurance solutions.

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Public Holdings

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Location & Offices