THE LIFE WEALTH GROUP

Overview

The Life Wealth Group is an independent registered investment adviser that combines fee-based financial planning and portfolio management with brokerage, insurance and real estate services. The firm positions itself as a capital allocator: it builds portfolios using a mix of public funds and third‑party alternative managers rather than running large proprietary investment products. Client segments include individuals and families as well as institutional accounts, and the business model supports both ongoing AUM-based advisory relationships and project or hourly work. Investment activity skews toward public funds and ETFs as the primary liquid sleeve, while the firm sources private-market exposure through external managers and direct private placements. The Life Wealth Group provides selection of other advisers and educational seminars in addition to traditional portfolio management for individuals and small businesses, which suggests an adviser‑of‑advisers approach when clients require specialty strategies. The firm is not an active ESG investor and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices