Advisor at True Life Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
True Life Wealth Management, LLC
Location
Tampa, FL 33602
Credentials
Series 65
Industry experience
10 years
Alexander Skijus is a financial advisor with True Life Wealth Management, LLC in Tampa, FL, holding a Series 65 designation and 10 years of industry experience. He has been with True Life Wealth Management since 2018 and also owns an independent insurance agency, Life Capital Strategies, where he is the sole agent. True Life Wealth Management provides portfolio management and financial planning services to individual and high-net-worth clients, employing a broad investable universe and a variety of analytic methods to manage accounts on a discretionary basis. The firm distributes a quarterly newsletter and integrates insurance products through its principal’s licensed insurance activities.
Based on True Life Wealth Management, LLC
Based on True Life Wealth Management, LLC
$1,500 to $10,000 fixed fee for financial planning
1.00% annually
$300 to $500 per hour
Included with other advisory services; no additional fee
601 S Harbour Island Blvd, Suite 109
Tampa, FL 33602
Florida
True Life Wealth Management, LLC
2018 - Present (8 years)
Sandy Morris FInancial
2016 - 2018 (2 years)
Life Capital Strategies, LLC
2011 - Present (15 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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Capital Advisory Group
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