The LifeWealth Group Email Format
Financial ServicesFlorida, United States11-50 Employees
The LifeWealth Group is a financial services firm based in Winter Garden, Florida, that offers a holistic approach to wealth management by integrating clients' personal aspirations with their financial goals. It develops customized financial plans and provides a suite of services designed to guide clients through each component of their plan. The organization operates as LifeWealth Investments, LLC d/b/a The LifeWealth Group and is registered as an investment adviser under the Investment Advisers Act of 1940. Securities are offered through Madison Avenue Securities, LLC, a FINRA/SIPC-registered broker-dealer, and MAS, LWG, and SWM are not affiliated entities. Insurance products are offered through Significant Wealth Management, LLC d/b/a The LifeWealth Group; SWM is not a registered investment adviser, and its insurance products are not subject to investment adviser requirements. The firm thus operates within the financial services sector, combining investment advisory and insurance offerings to support families in achieving integrated wealth planning.