Simplify. Focus.

Live an intentional life.

Lifeworks is a multi-generational team that provides wealth management services and strategic advising to successful families, businesses, and entrepreneurs. Our unique approach begins with your family’s values and vision, helping you to connect your financial assets—your life’s work—with what is most important to you.

Hear Our Story

We Think Differently

We start from a different place. We believe the best investments you will ever make are in yourself, your family, and your business.

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Vision Icon Vision
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Strategy Icon Strategy
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Wise Decisions & Measurable Results

How we work

 Every affluent father wishes he knew how to give his sons the hardships that made him rich. 

- Robert Frost


A true team is a group of people who are fully committed to extraordinary outcomes and who hold themselves accountable for the achievement of those outcomes as well as the methods by which they are achieved. Our Team

Services & Capabilities

Our team has a diverse set of skills and expertise in key areas of strategic planning and family wealth management.

Financial Management & Reporting

Business Planning

Insurance & Risk Management