The Life Wealth Group logo

The Life Wealth Group

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Client assets under management

$445,460,849

Clients

466

22% high-net worth

Advisors

9

of 22 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

52

Typical

Average account size

$955,925

About

The LifeWealth Group is a team advisory firm that serves individuals (including high‑net‑worth clients), businesses and retirement plans; it reports nine advisors managing approximately $490,593,143 in discretionary assets for about 466 clients. Its Form ADV describes a range of services including discretionary asset management, financial planning and consulting, estate design, donor‑advised fund advice and access to model portfolios and third‑party sub‑advisors.

The firm typically implements tailored, discretionary strategies using proprietary models and third‑party model managers through AE Wealth Management’s managed‑account and wrap programs, monitoring and rebalancing portfolios on an ongoing basis. Its methods of analysis include fundamental, technical and charting approaches, and its planning work can incorporate special situations such as low‑basis stock, stock options, biblically responsible investing and held‑away asset consulting.

The brochure discloses several uncommon affiliations and activities for a team firm: advisors and control persons are involved in insurance sales through an affiliated insurance agency (and the firm notes advisors spend roughly half their time on insurance), some supervised persons are registered representatives of broker‑dealers and also engage in accounting, legal or real‑estate businesses, and the firm conducts educational seminars and workshops with course workbooks. The LifeWealth Group also describes its relationship with an IMO/AEWM platform (including a stated $500 million threshold for preferential platform pricing) and documents conflicts of interest and procedures intended to manage recommendations such as retirement plan rollovers and the selection of third‑party managers.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Charitable giving & philanthropy Retirement income strategy Wealth management Annuities

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Estate Design services charged on flat fee schedule: $3,500 (0-5M), $5,000 (5-15M), $7,500 (15-30M), $12,500 (30M+); fees may be waived for clients with >$2 million investable assets.

Percentage

$0 - $1 million: 1.15% $1 million - $3 million: 1.00% $3 million - $5 million: 0.90% $5 million - $10 million: 0.75% $10 million - $25 million: 0.65% $25 million - Negotiable: Negotiable

Commissions

Commissions earned on insurance products sold through affiliate Significant Wealth Management; includes commissions, bonuses, and other incentives.

Project-based

$350 per hour for specialized projects as agreed in Financial Planning Agreement.

Other

Account minimum: $500,000 Fee-only: Financial Planning fees negotiated based on scope; Hourly fees at $350/hour; Estate Design flat fees from $3,500 to $12,500 (waivable for clients with >$2 million investable assets); Workshop fees minimal and disclosed at registration; Held Away Asset Consulting fees negotiable, often % of held away assets.

Main office location

The Life Wealth Group

270 W. Plant Street, Ste. 240

Winter Garden FL 34787, United States

Number of offices

1

Most active in

California · Florida · Georgia · Kansas · Missouri · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Hilgardt L

CFP®, Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Hilgardt Lamprecht is a CFP® professional with 28 years of experience in financial advisory roles. He is currently affiliated with The LifeWealth Group and has held positions at firms including Madison Avenue Securities, AE Wealth Management, and Global Financial Private Capital. Lamprecht is also an author of financial articles and serves as a board member for a fundraising organization. The LifeWealth Group is an SEC-registered investment manager serving individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a holistic wealth-management approach that integrates strategic and tactical asset allocation, value investing, and multiple analytical techniques, offering discretionary asset management, model-portfolio management, and estate-design services.

Charitable giving & philanthropy Retirement income strategy Wealth management Annuities Founder/Business Owner Executive
user avatar

Luis P

Series 66

Winter Garden, FL

The Life Wealth Group

Luis Pinto is a financial advisor with The LifeWealth Group, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Merrill Lynch, Northwestern Mutual, and AE Wealth Management. He also serves as a Chapter Advisory Board Member for the Theta Chi Fraternity, mentoring members in personal and professional development. The LifeWealth Group is an SEC-registered investment manager that provides discretionary asset management, model-portfolio management, financial planning, and estate-design services. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, employing a wealth-management approach that integrates strategic and tactical asset allocation with value investing and technical analysis.

Charitable giving & philanthropy Retirement income strategy Wealth management Annuities Founder/Business Owner Executive
user avatar

Josiah J

Series 66

Winter Garden, FL

The Life Wealth Group

Josiah Jazwa is a financial advisor with The LifeWealth Group, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameriprise and AE Wealth Management among others. He is also involved as an insurance agent, providing sales of annuities, insurance, and financial planning services. The LifeWealth Group is an SEC-registered investment manager serving individuals, high-net-worth clients, businesses, and retirement plans. The firm offers discretionary asset management, model-portfolio management, and financial planning, combining strategic and tactical asset allocation with multiple investment analysis techniques and ongoing portfolio monitoring.

Charitable giving & philanthropy Retirement income strategy Wealth management Annuities Founder/Business Owner Executive
user avatar

Alexander T

Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Alexander Triska is a financial advisor with The LifeWealth Group in Winter Garden, FL. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his advisory roles, he worked for Travel + Leisure Co. for 15 years. The LifeWealth Group is an SEC-registered investment manager offering discretionary asset management, model-portfolio management, and financial planning services. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, utilizing a wealth-management approach that includes strategic and tactical asset allocation alongside value investing and technical analysis.

Charitable giving & philanthropy Retirement income strategy Wealth management Annuities Founder/Business Owner Executive
user avatar

Joseph C

Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Joseph Continelli is a financial advisor with The LifeWealth Group, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Bank of America and TD Ameritrade. Continelli also engages in insurance sales as part of his professional activities. The LifeWealth Group is an SEC-registered investment manager that offers discretionary asset management, model-portfolio management, and access to third-party sub-advisers and wrap-fee programs. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, employing a wealth-management approach that integrates strategic and tactical asset allocation, value investing, and a combination of technical and fundamental analysis.

Charitable giving & philanthropy Retirement income strategy Wealth management Annuities Founder/Business Owner Executive
user avatar

Hilton L

Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Hilton Lamprecht is a financial advisor at The LifeWealth Group with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Madison Avenue Securities and AE Wealth Management. In addition to his advisory role, he is a partner at LifeWealth Transition Partners, where he assists clients with business succession planning and sale negotiations. The LifeWealth Group is an SEC-registered investment manager serving individuals, high-net-worth clients, businesses, and retirement plans. The firm employs a holistic wealth-management approach combining strategic and tactical asset allocation, value investing, and technical, fundamental, and charting analysis, with its platform emphasizing managed-account programs and discretionary trading authority.

Charitable giving & philanthropy Retirement income strategy Wealth management Annuities Founder/Business Owner Executive
user avatar

Brandon M

Series 63, Series 66

Winter Garden, FL

The Life Wealth Group

Brandon Matadin is an advisor at The Life Wealth Group with Series 63 and Series 66 licenses. He has held various roles in the financial services industry since 2022, including positions at Merrill Lynch, Raymond James Financial Services, and Mass Mutual. Outside of advisory work, he has experience in media through Socialgage Media. The Life Wealth Group is an SEC-registered investment manager that provides discretionary asset management, model-portfolio management, and access to third-party sub-advisers and wrap-fee programs. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, employing a holistic wealth-management approach that integrates strategic and tactical asset allocation with value investing and technical analysis.

Charitable giving & philanthropy Retirement income strategy Wealth management Annuities Founder/Business Owner Executive
user avatar

Bradley B

CFP®, Series 63, Series 65

Winter Garden, FL

The Life Wealth Group

Bradley Busbin is a CFP® with 19 years of industry experience, currently serving at The LifeWealth Group. His background includes roles at Madison Avenue Securities and AE Wealth Management, alongside ownership of Busbin Law Firm, where he provides legal services including estate planning. Busbin also manages Busbin Properties, LLC, which is involved in commercial real estate leasing. The LifeWealth Group is an SEC-registered investment manager offering discretionary asset management, model-portfolio management, and financial planning services. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, employing a wealth-management approach that integrates strategic asset allocation, value investing, and multiple analytical methods, while also incorporating insurance distribution and ancillary services such as legal and real estate activities.

Charitable giving & philanthropy Retirement income strategy Wealth management Annuities Founder/Business Owner Executive
user avatar

Richard S

Series 65

Winter Garden, FL

The Life Wealth Group

Richard Sampson is a financial advisor at The Life Wealth Group with one year of experience in the industry. He holds a Series 65 designation and has previously worked at Amplified Planning, CanitizeUSA, and PTR Baler & Compactor, among other roles. The Life Wealth Group is an SEC-registered investment manager that offers discretionary asset management, model-portfolio management, and access to third-party sub-advisers and wrap-fee programs. The firm serves individuals, high-net-worth clients, businesses, and retirement plans, employing a holistic wealth-management approach that integrates strategic and tactical asset allocation, value investing, and various analytical methods.

Charitable giving & philanthropy Retirement income strategy Wealth management Annuities Founder/Business Owner Executive
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