ABOUT

Welcome to LifeTree Wealth Advisors. As Senior Advisor and CEO, I'm honored you're considering partnering with us.

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Our firm's foundation is built on a unique mission: to merge Wall Street financial rigor with deep behavioral and systemic insight. Having served high-net-worth clients at firms like Morgan Stanley, I saw that the greatest risk isn't market volatility—it’s behavioral complexity and a lack of planning architecture.

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We specialize in acting as your Strategic Architect, designing resilient strategies for Guaranteed Income, Tax-Efficient Distribution, and Wealth Protection. We focus exclusively on the structure, discipline, and purpose of your plan, allowing us to offer the objective clarity you need. Our goal is to cultivate a resilient and sustainable plan—a lasting Legacy Stewardship—much like the enduring LifeTree that inspires our name.

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We believe true financial well-being is achieved when your strategy is secure and your decisions are guided by discipline, not market fear. Our team and network are here to help you secure that foundation.