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
Why Choose Lifeworks
We use a simple and transparent fee structure for all of our clients. No commissions — no hidden fees or costs to you.
We take a risk-based approach to building out customized investment portfolios for our clients.
How We Work
We believe that everyone should have a well-documented strategic plan that helps them simplify their lives, focus on what matters most to them, and live an intentional life.
Our technology allows you to securely manage your financial life and gives you the ability to see how everything fits into your strategic wealth plan.
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.
Every affluent father wishes he knew how to give his sons the hardships that made him rich.
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.