Lifelong Wealth Management Group, LLC

Lifelong Wealth Management Group provides discretionary investment management and written financial planning primarily for individual and high‑net‑worth clients, and also serves pension plans, trusts, estates and small corporations. The firm works with clients to define investment objectives and risk tolerance and delivers portfolio management alongside financial planning services.

The firm’s investment process combines top‑down macroeconomic analysis with technical trend analysis and organizes client assets into two primary strategies: longer‑term preservation holdings and shorter‑term growth positions that may be traded over days to capture perceived opportunities. Portfolios are customized to client goals, reviewed at least annually (and more often when triggered) and the adviser typically maintains discretionary trading authority and handles rebalancing.

Noteworthy aspects relative to peers include an actively traded short‑term growth strategy paired with traditional long‑term preservation strategies, and a small advisor team managing approximately $122 million for roughly 180 clients, which can produce more hands‑on relationships. The firm recommends a specific custodian and does not permit client‑directed brokerage, and the principal maintains insurance, real‑estate and mortgage origination activities as well as an unrelated consulting business—disclosures and a Code of Ethics are used to identify and manage potential conflicts.