We are a platform designed to give advisors the tools and professional solutions to help clients live a life beyond the numbers.
Aligning Life & Wealth
Successful financial advice is about much more than investment strategy.
The Life & Wealth Network empowers advisors to align clients’ wealth and well-being.
Security
Protection related to physical and cyber risks
Health
Physical, mental, and behavioral well-being
Home
Fulfillment from the place in which we live
Learning
Engagement with lifelong learning and interests
Family
Connection with our closest family members
Leisure
Satisfaction in activity away from work
Work
Fulfillment from what we do every day
Impact
Legacy creation & connectedness to causes
Attract & Engage Clients
Offer Access
Offer clients access to your branded portal of providers & content related to the most important areas of life.
Assess Issues
Uncover clients’ deepest issues and dissatisfactions that can harm long-term financial security and well-being.
Deliver Solutions
Define the path toward satisfaction in each area and guide clients to the right professionals along the way.
Always Engage
Bringing the alignment of wealth and well-being into every client relationship, conversation & review.
Become An Advisor With Access
Life & Wealth Network membership means advisors can start providing clients more complete guidance and the professional solutions that matter most.
Additional fees may apply for ancillary services.