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Ready to cultivate a resilient financial future? At LifeTree Wealth Advisors, we believe your journey begins with a clear understanding of your current landscape and your aspirations for tomorrow. That's why we invite you to schedule an initial, no-obligation consultation. Together, we'll take a comprehensive look at your unique circumstances, discuss your goals for retirement, legacy planning, wellness and financial security, and begin to map out a tailored strategy designed for your long-term prosperity. Let's plant the seeds for your financial well-being – reach out today to take the first step.

  • Retirement isn't the finish line; it's a new beginning.

    1 hr

    Introductory Meeting
  • Your legacy starts now; secure your family's future.

    1 hr

    Introductory Meeting
  • Seven out of ten retirees will eventually need care.

    1 hr

    Introductory Meeting

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

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"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 IL, IN, GA, MI, NC, SC, and TX. 

© LifeTree Wealth Advisors, LLC
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