LifePlan Wealth Management Group Employee Directory

Q: What is LifePlan Wealth Management Group known for?

LifePlan Wealth Management Group was founded in 2006. LifePlan Wealth Management Group operates in the Financial Services industry.

Financial ServicesConnecticut, United States2-10 Employees

LIfePlan Wealth Management Group is an independent, Registered Investment Advisory (RIA) firm based in Branford, CT. The firm provides financial, investment, 401k, and alternative investment advice to individuals, business owners, and family offices.

As an independent firm, LifePlan recommends third-party, non-propriety financial products and investments, while maintaining its role as a fiduciary – acting only in the client’s best interest. LifePlan thoroughly vets the investment firms behind any of the products they recommend, including visiting the firms and meeting the fund managers in person.

LifePlan presents clients with a comprehensive financial plan that addresses short, medium, and long-term goals including a focus on managing investment risk. Clients learn their “risk number”, the amount of risk they are comfortable with. That comfort level is then compared to the risk number of their current investments as well as the amount of risk their investments should carry to meet retirement and other financial goals. This simple but powerful methodology helps clients become properly and more comfortably invested while empowering them to understand the results along the way.

Ready to discover your Risk Number? Contact us for a free assessment.

Registered Advisors – are you ready for an opportunity with an independent wealth management firm that really cares about its clients and does not push product? Contact us to start a conversation about the benefits of being independent.

LifePlan Wealth Management Group LLC is a Connecticut registered investment advisor. The information provided herein is not an offer, solicitation or recommendation of any securities. LifePlan and its representatives make no investment recommendations whatsoever.

LifePlan does not offer tax, legal or other professional advice. This content is for informational and educational purposes only. Past investment performance is not an indication of future results. All rights reserved 2022.

Find LifePlan Wealth Management Group employees' phone numbers or email addresses

LifePlan Wealth Management Group Global Highlights

North America
3

United States Of America
3

LifePlan Wealth Management Group's Leadership

T. C.
Business Owner
Mobile Phone
Email
H. C.
Business Owner
Mobile Phone
Email

LifePlan Wealth Management Group Employee Metrics

100%

50%

0%

2026

2025

Business
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from LifePlan Wealth Management Group

Name

Title

Contact Info

Location

Last Update

T. C.
Business Owner
Mobile Phone
Email
United StatesConnecticut
Dec 27, 2025
H. C.
Business Owner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is LifePlan Wealth Management Group known for?

LifePlan Wealth Management Group was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 151 East Street Suite 101 New Haven, Connecticut 06511 United States. Explore LifePlan Wealth Management Group's company overview page for more information.

What is LifePlan Wealth Management Group's most common email format?

LifePlan Wealth Management Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LifePlan Wealth Management Group email formats with LeadIQ.

How many employees does LifePlan Wealth Management Group have currently?

LifePlan Wealth Management Group has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are LifePlan Wealth Management Group's key employees and leadership?

As of February 2026, LifePlan Wealth Management Group's key employees include:

Business Owner: T. C.
Business Owner: H. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking