LifeGoal Investments, LLC

Evan Wiggins is a financial advisor at LifeGoal Investments, LLC with a Series 65 designation and less than one year of industry experience. Prior to joining LifeGoal, he held positions at Ultimus LeverPoint Private Fund Solutions and Arrow Financial Corporation. Wiggins was a full-time student from 2014 to 2025. LifeGoal Investments is a registered investment adviser operating as a five-advisor team managing approximately $271 million for around 212 clients, primarily individual and high-net-worth households. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, using strategies informed by Modern Portfolio Theory and including access to alternative investments and private funds.

Taylor Sohns is a CFP® with 14 years of industry experience, currently serving at LifeGoal Investments, LLC in Saratoga Springs, NY. His prior experience includes positions at Franklin Templeton, Legg Mason, and Lord Abbet. Outside of financial advising, he is a partner and CFO of Forever Young Springs, LLC, a small real estate company. LifeGoal Investments is a registered investment adviser with a five-advisor team managing approximately $271 million for about 212 clients, primarily individual and high-net-worth households. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing strategies that reflect clients’ goals and risk tolerance, including the use of derivatives, margin, and alternative investments.

Maxwell Hulbert is a financial advisor with LifeGoal Investments, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Knight Strategic Wealth and Northwestern Mutual, as well as operating as a sole proprietor. He is also involved as Director of Lawyer Relations at LifeGoal Lending LLC. LifeGoal Investments is a registered investment adviser with a five-advisor team managing approximately $271 million for individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing strategies based on clients’ goals, time horizons, and risk tolerances.

Nicholas Rossetti is a financial advisor at LifeGoal Investments, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at RBC Capital Markets and Amundi Asset Management. LifeGoal Investments is a registered investment adviser managing approximately $271 million for individual and high-net-worth clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing strategies that range from long-term holdings to active trading and option writing.

Brett Sohns is a financial advisor with LifeGoal Investments, LLC in Saratoga Springs, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Advisors Asset Management, Inc and Hartford Funds Distributors, LLC, as well as Schroders. He is also the owner of Forever Young Springs, LLC, a commercial real estate business. LifeGoal Investments is a registered investment adviser with a five-advisor team managing approximately $271 million for around 212 clients, primarily individual and high-net-worth households. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, employing strategies based on Modern Portfolio Theory and incorporating alternative investments and private funds.