Lifeworks Advisors, LLC

Lifeworks Advisors is an SEC-registered, multi-team registered investment adviser with 37 advisors managing about $967 million for roughly 1,772 clients. The firm serves individuals (including high-net-worth clients), trusts, charities, businesses, and retirement plans, offering discretionary wealth management, financial planning, retirement-plan (ERISA) advisory, and consulting services and, where appropriate, access to independent managers.

Lifeworks describes a planning-based investment process that can match future cash-flow needs to risk “tranches,” and also uses a more traditional risk‑based approach when clients seek only investable-asset management. Portfolios are built from low-cost mutual funds and ETFs, factor- and smart‑beta-based strategies (the brochure cites seven models including a hedged model), and may include options, bonds, alternative investments, or legacy holdings; investment research combines quantitative and fundamental analysis and the firm confirms human review of third‑party AI tools used for decision support.

Several features differentiate Lifeworks from many peers: the firm and its holding company operate affiliated tax and accounting businesses (Lifeworks Tax Services is a wholly‑owned subsidiary, the brochure discloses relationships with Patterson & Associates and Vincere Tax) and multiple advisors hold accounting credentials, enabling coordinated tax and advisory workflows that the firm discloses as separate but related services. Lifeworks also develops and provides proprietary client software through Verve Technologies / Lifeworks IP and discloses institutional custodian platform relationships and integrated operational benefits, which can affect how services and reporting are delivered compared with similarly sized multi‑team firms.