Lifelong Wealth Management Group is an independent financial services firm dedicated to helping clients build, manage, and preserve their wealth. Operating under a fiduciary standard, the company focuses on creating personalized and unbiased financial strategies that align with their clients' long-term goals and life purpose. Their process involves discovery, strategic planning, implementation, and active management to guide clients through various life stages, from wealth accumulation to retirement and legacy planning. The firm's advisors are affiliated with Commonwealth Financial Network®, a national independent broker/dealer.

Founded in

United States