4095 Park East Court, Suite C, Grand Rapids, MI 49546, United States
Simplified and effective financial management that connects you to your future
Lifeworks Advisors is a modern independent registered investment advisor (RIA) and technology firm that is solving the biggest challenges advisors face today. We are backed by one of the wealth management industry’s most successful and well-known executives, Marty Bicknell, and his team of industry leaders.
Our team sits at the intersection of one of the oldest and most outdated industries (Wealth Management) and the future of financial technology (FinTech). We are pushing the boundaries of wealth management, disrupting outdated business models, and delivering personalized solutions to clients and advisors through our modern software platform.
We are building a digital ecosystem on a common data model that connects a seamless and intuitive client experience across all segments of the wealth management process with the back office operations of clearing, custody, compliance, and account management.
Our software leverages machine learning, natural language processing, and native cloud technology to solve many of the biggest challenges advisors and clients face today in the wealth management space.
We designed the Family Strategic Planning System® to help our clients simplify their financial life, give them clarity and confidence in their financial decisions, and empower them to focus on what really matters most. Family strategy Values, vision, family investment philosophy, family financial independence Financial management & reporting Personal financial statements, cash flow reports,......