Asset Lift Wealth Management, LLC

The firm provides personalized financial planning and discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. Services include consultation‑based financial planning, ongoing portfolio supervision, and referrals to unaffiliated third‑party money managers.

Portfolios are built from risk‑calibrated, globally diversified allocations using exchange‑listed securities, ETFs, mutual funds and individual stocks, and are actively managed with predefined exit strategies. The firm may employ inverse ETFs, short and cash positions and other risk‑management techniques intended to limit drawdowns and pursue positive returns in down markets, practices that can result in above‑average turnover and tax consequences in non‑retirement accounts.

Distinctive features include managing approximately $6.16 million in client assets across 39 accounts while offering a mix of percentage‑of‑AUM, hourly and fixed planning engagements. The adviser also acts as a licensed insurance producer who earns commissions from insurance sales (about 20% of the work week), discloses referral fee arrangements with third‑party managers, and maintains a client planning refund policy that allows a full refund within one year if the client believes the service did not deliver at least twice the fees paid.