Advisor at Lifeworks Advisors, 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
Lifeworks Advisors, LLC
Location
Highlands Ranch, CO
Credentials
Series 66
Industry experience
1 year
Joseph Petrelli is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, LLC and The Brian Petrelli Team. Outside of financial advising, he has served as a licensed assistant with Ascent Realty Group. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach combined with factor-based and smart-beta equity strategies.
Based on Lifeworks Advisors, LLC
Based on Lifeworks Advisors, LLC
Financial planning fees up to $50,000 (one-time or ongoing monthly up to $4,167)
Up to 1.50% annually
Highlands Ranch, CO
Colorado
Lifeworks Advisors, LLC
2026 - Present (1 year)
Equitable Advisors
2024 - 2026 (2 years)
The Brian Petrelli Team
2023 - 2024 (1 year)
Metro Care Ambulance
2023 - 2023 (1 year)
The Brian Petrelli Team
2021 - 2023 (2 years)
VanEd Real Estate School
2020 - 2021 (1 year)
Rock Solid 4x4
2019 - 2020 (1 year)
Rubio's Coastal Grill
2019 - 2019 (1 year)
King Soopers
2019 - 2019 (1 year)
Mountain Vista Highschool
2017 - 2021 (4 years)
Mountain Ridge Middle School
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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.
Verified by Warmer
CFP®, Series 63, Series 65, AIF®
Castle Rock, CO
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Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.
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