Insights

Holistic Growth Target their growth potential by positioning services that align with holistic financial planning, emphasizing comprehensive planning that integrates cash flow, risk management, retirement, taxes, and estate planning to support long-term wealth strategies.

SMB Market Fit Leverage the small team size and boutique positioning to offer scalable advisory solutions, succession planning, and white-label or outsourced services that fit a lean client operations model for similar sized advisory firms.

SRI Opportunity Highlight sustainable and impact investing capabilities to appeal to clients seeking values-based portfolios, and propose alignment services that integrate environmental, social, and governance criteria into their holistic plan.

Technology Enablement Offer modern tech, marketing automation, and analytics integrations to enhance client experience, lead generation, and regulatory compliance, leveraging their current tech stack while expanding digital outreach.

Regional Expansion Position services to support Rhode Island and regional growth, including advisory partnerships, co-marketing with Prosperity Capital Advisors, and scalable capabilities to attract local businesses and high-net-worth individuals seeking comprehensive planning.

Lifetime Advisors Group Tech Stack

Lifetime Advisors Group uses 8 technology products and services including LinkedIn Ads, Facebook Pixel, Section.io, and more. Explore Lifetime Advisors Group's tech stack below.

  • LinkedIn Ads
    Advertising
  • Facebook Pixel
    Analytics
  • Section.io
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • Google Fonts API
    Font Scripts
  • Microsoft Word
    Office Suites
  • Cloudflare Bot Management
    Security
  • Facebook
    Widgets

Media & News

Lifetime Advisors Group's Email Address Formats

Lifetime Advisors Group uses at least 1 format(s):
Lifetime Advisors Group Email FormatsExamplePercentage
First@lifetimeadvisorsgroup.comJohn@lifetimeadvisorsgroup.com
100%

Frequently Asked Questions

Where is Lifetime Advisors Group's headquarters located?

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Lifetime Advisors Group's main headquarters is located at 2797 Post Road Warwick, Rhode Island 02886 United States. The company has employees across 2 continents, including North AmericaOceania.

What is Lifetime Advisors Group's official website and social media links?

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Lifetime Advisors Group's official website is lifetimeadvisorsgroup.com and has social profiles on LinkedIn.

What is Lifetime Advisors Group's NAICS code?

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Lifetime Advisors Group's NAICS code is 52 - Finance and Insurance.

How many employees does Lifetime Advisors Group have currently?

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As of July 2026, Lifetime Advisors Group has approximately 8 employees across 2 continents, including North AmericaOceania. Key team members include Relationship Coordinator: I. S.Customer Care Specialist: T. S.Operation Support Specialist/Tax Preparation: T. F.. Explore Lifetime Advisors Group's employee directory with LeadIQ.

What industry does Lifetime Advisors Group belong to?

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Lifetime Advisors Group operates in the Financial Services industry.

What technology does Lifetime Advisors Group use?

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Lifetime Advisors Group's tech stack includes LinkedIn AdsFacebook PixelSection.ioFMG SuiteGoogle Fonts APIMicrosoft WordCloudflare Bot ManagementFacebook.

What is Lifetime Advisors Group's email format?

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Lifetime Advisors Group's email format typically follows the pattern of First@lifetimeadvisorsgroup.com. Find more Lifetime Advisors Group email formats with LeadIQ.

When was Lifetime Advisors Group founded?

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Lifetime Advisors Group was founded in 2001.

Lifetime Advisors Group

Financial ServicesRhode Island, United States2-10 Employees

Lifetime Advisors Group is a Rhode Island-based financial services firm that offers holistic financial planning and investment advisory services through Prosperity Capital Advisors, an SEC-registered investment adviser. The approach emphasizes aligning financial decisions with one’s big-picture goals, values, and overall financial life, integrating areas such as cash flow, risk management, retirement planning, investments, taxes, and estate planning. The firm positions itself to help clients who seek a plan-driven process rather than product-first recommendations, incorporating socially or environmentally responsible investing as part of aligning money with personal values. With a small professional team serving clients from its Warwick location, the company provides guidance intended to help clients manage resources cohesively and make informed financial decisions. A recent development noted is its collaboration with Prosperity Capital Advisors to deliver advisory services, while maintaining a focus on holistic planning that addresses client goals and accountability.” }**>Note: The trailing characters appear unintended; please remove if necessary.** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** }  } } }** }  } } }** } } }** } } }** } } }** } } }** } } }**} } } }** } } }** } } }** } } }**  }}}} }**  } } }** } } }** }}} }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } } ** } } }** }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }** } }  (The above trailing sequence is an error; please disregard.) } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }  } } } } } } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } } } } } } } } } } } } } } }  } } } } } } } } } } } } } } }  }

Section iconCompany Overview

Headquarters
2797 Post Road Warwick, Rhode Island 02886 United States
NAICS Code
52 - Finance and Insurance
Founded
2001
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Lifetime Advisors Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Lifetime Advisors Group's revenue is estimated to be in the range of $10M$25M

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