Investing
Smart investing for the life you want.
Where smart investing meets your real life. We combine advanced investment techniques with personalized planning to help you build wealth on your terms. Ready to take control of your financial future? Get in touch today to learn more.
You’re unique. Your portfolio should be too.
Typical investment approaches fit you into generic risk and style buckets, making it easier for advisors but ignoring what really matters—your life. Wall Street’s methods focus on tracking benchmarks instead of creating the specific returns you need on your unique time horizon. It’s time for an investment strategy that prioritizes your goals.
Invest for your life, not the stock market.
At Lifeworks, we redefine investing. Our personalized approach aligns your portfolio with your values, goals, and cash flow needs. Our low-fee platform invests in individual stocks, eliminating fund-related costs, and automates tax-loss harvesting to maximize your returns. We also use Nobel Prize-winning smart-beta and factor-based strategies to potentially reduce market risk and enhance returns. Ready to secure your financial future?
How a Lifeworks membership works
Our flat-fee membership is designed to save you money.
At Lifeworks, we like to keep things simple. We charge one low monthly fee for the most comprehensive financial planning services we know of. Should you invest with us, we charge a wrap fee that is a significant discount to the industry average.* For most clients, it works out to much less than the percentage of assets and investment fees many advisors charge. And you get so much more, including:
- A comprehensive financial plan that aligns your values and your money
- Quarterly meetings to keep you on track and your plan current
- A dedicated family-office-style team of financial advisors
- Dedicated tax planning meetings throughout the year with your financial advisor and our CPA partners
- Access to discounted 1040 tax preparation and filing from our CPA partners throughout the country
- 3-year audit of business, real estate, and personal returns
- Free Will & Estate Plan
- Risk mitigation strategies to protect your wealth and your family
- No commissions, hidden fees, or kickbacks…ever.
- We don’t require you to move your money.
- No high-pressure sales tactics. We’re here to serve.
- No risk or style buckets. Investments personalized to your plan.
*For more information on our investment fees, see our membership page and Firm Brochure.
Start planning your best life today.
Your dream life is waiting. At Lifeworks, we make it simple to begin your journey to financial freedom. Follow these three easy steps to get started.
Book a meeting.
Our online scheduling makes it a breeze to find the best time for you.
Meet your advisor.
Get to know your advisor, who will be with you every step of the way.
Build your plan.
We’ll help you build a tailored roadmap so you can live your best life.
Why invest with Lifeworks?
Your portfolio is uniquely tailored to you
At Lifeworks Advisors, we believe investment success means funding the life you envision. Our platform aligns your portfolio with your values, goals, and cash flow projections, ensuring your money supports your life. Experience the confidence of knowing every investment decision is tailored to your unique situation.
Maximize your returns with fee-efficient investing
Why let unnecessary fees eat into your returns? Our platform invests directly in individual stocks and assets, avoiding the inefficiencies of mutual funds. This approach reduces fees, letting more of your money grow. With Lifeworks Advisors, you’re maximizing every dollar’s potential. It’s time your investments worked as hard as you do.
Smarter investing for steadier returns
Why gamble with market volatility? Our Smart Beta approach, backed by Nobel-prize winning research, strategically reduces market risk for steadier returns and fewer sleepless nights. With Lifeworks Advisors, you’re not just investing—you’re using cutting-edge strategies to protect and grow your wealth.
Unlock hidden growth factors
Our factor-based investing strategy seeks growth from sources beyond market risk. Backed by Nobel-prize winning research, we diversify for consistent returns and optimize your portfolio in all market conditions. With Lifeworks Advisors, you harness financial science to potentially outperform traditional market-based strategies.
Expand your investment horizons
Our platform provides access to alternative assets typically available only to Wall Street insiders. These investments can safeguard against downturns and may become future financial mainstays. With Lifeworks Advisors, you expand your options to protect and grow your wealth alongside traditional strategies.
Take your first step towards financial freedom.
Our advisors are ready to show you how you can align your wealth with your values. Book a meeting now and take your first step towards financial freedom.