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ABOUT

About Us

Welcome to LifeTree Wealth Advisors. As Senior Advisor and CEO, I'm honored you're considering partnering with us on your financial journey. Our mission is simple: to provide you with clear, thoughtful guidance rooted in a long-term perspective. We believe true financial well-being isn't about chasing short-term trends, but about cultivating a resilient and sustainable plan that grows with you over the years, much like the enduring LifeTree that inspires our name.

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Our goal at LifeTree Wealth Advisors is to be your trusted partner, offering personalized strategies that address your unique aspirations and concerns. While based here, we're proud to be licensed in a growing number of states across the country, allowing us to serve a diverse range of individuals and families.

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Our philosophy is to look beyond the immediate fluctuations of the market. We focus on building a strong financial foundation that can weather various economic climates, helping you pursue your goals with confidence and clarity. We're here to help you cultivate a lasting financial legacy.

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Thank you for taking the time to learn more about LifeTree Wealth Advisors. I look forward to the possibility of working with you.

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Sincerely,

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Bob Lampkin

Bob Lampkin

President and CEO

​LifeTree Wealth Advisors

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Need more details? Contact us

We are here to assist. Contact us by phone, email or text.

5540 Centerview Dr Ste 204

Raleigh, North Carolina 27606-8012

Toll Free: 1-888-874-8128

Local: 980-399-6249

"That person is like a tree planted by streams of water, which yields its fruit in its season and whose leaf does not wither— whatever they do prospers." Psalms 1:3

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LifeTree Wealth Advisors is licensed to provide comprehensive financial planning in a growing number of states, currently including GA, MI, NC, SC, and TX. Additionally, our Care Planning expertise is accessible in these states and an expanded list including: CO, DE, HI, IA, ID, IL, IN, KS, MA, MD, ME, MO, MS, MT, ND, NH, NJ, NV, OH, OK, OR, PA, RI, TN, UT, WA, WV, and WY.

© Copyright LifeTree Wealth Advisors, LLC
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