The Lifewealth

Life often unfolds in ways that can feel fragmented and, at the same time, complexly interwoven. At LifeWealth Group, we recognize and respond to this complexity. Using a holistic approach known as The LifeWealth Process, we serve each client’s unique and multifaceted needs. The LifeWealth Credo Our first responsibility is to our clients. We are committed to giving wise counsel in an effort to help maximize the wealth of our clients with the purpose of fueling their dreams. We are also committed to proactive, tactical asset management and “wow” service. Our second responsibility is helping maximize our team members’ potential by discovering their uniqueness, providing training, and equipping them with the tools designed to fulfill their life dreams. We reward hard work, performance, excellence, and loyalty. Our third responsibility is to our community. We strive to be the best stewards of that which has been entrusted to our care for the benefit of our local, national, and international communities. With God’s grace, we are determined to achieve these obligations to the best of our abilities. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and The LifeWealth Group are not affiliated entities. AEWM and The LifeWealth Group are not affiliated entities.