What departments does The LifeWealth Group have?

The LifeWealth Group has employees across 5 departments including Finance, Marketing, Operations, Business, Administrative.

What is the largest department at The LifeWealth Group?

The largest department at The LifeWealth Group is Finance with 9 employees.

Where are The LifeWealth Group employees located globally?

The LifeWealth Group has employees across 2 continents and 4 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada, Dominican Republic.

How has The LifeWealth Group's team size changed over time?

The LifeWealth Group's team has remained stable from approximately 20 to 20 employees based on available data.

The LifeWealth Group Employee Directory

Financial ServicesFlorida, United States11-50 Employees

The LifeWealth Group is a financial services firm based in Winter Garden, Florida, that offers a holistic approach to wealth management by integrating clients' personal aspirations with their financial goals. It develops customized financial plans and provides a suite of services designed to guide clients through each component of their plan. The organization operates as LifeWealth Investments, LLC d/b/a The LifeWealth Group and is registered as an investment adviser under the Investment Advisers Act of 1940. Securities are offered through Madison Avenue Securities, LLC, a FINRA/SIPC-registered broker-dealer, and MAS, LWG, and SWM are not affiliated entities. Insurance products are offered through Significant Wealth Management, LLC d/b/a The LifeWealth Group; SWM is not a registered investment adviser, and its insurance products are not subject to investment adviser requirements. The firm thus operates within the financial services sector, combining investment advisory and insurance offerings to support families in achieving integrated wealth planning.

The LifeWealth Group Global Highlights

North America
33

United States Of America
30
Canada
2
Dominican Republic
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

The LifeWealth Group's Leadership

H. L.
Owner/ President/ Financial Advisor
Mobile Phone
Email
L. F. P. C.
Lead Financial Planner, Head Of Financial Planning Department
Mobile Phone
Email
S. C.
Director Of Marketing
Mobile Phone
Email
J. E.
Director Of Marketing
Mobile Phone
Email
B. L.
Human Capital Manager
Mobile Phone
Email
J. J. J.
Lead Advisor
Mobile Phone
Email
M. B.
Client Operations Team Lead
Mobile Phone
Email
Z. B.
Financial Advisor
Mobile Phone
Email

The LifeWealth Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other
Legal

Contact profiles from The LifeWealth Group

Name

Title

Contact Info

Location

Last Update

C. D.
Portfolio Administrator
Mobile Phone
Email
United StatesGeorgia
Apr 04, 2025
G. G. P.
Client Operations Specialist
Mobile Phone
Email
United StatesFlorida
Oct 10, 2025
R. S.
Paraplanner
Mobile Phone
Email
Apr 12, 2026
R. A. Y. M. A.
Financial Planner
Mobile Phone
Email
Oct 17, 2024
M. B.
Compliance / Technology Officer
Mobile Phone
Email
United StatesFlorida
Feb 18, 2026
B. M.
Mobile Phone
Email
United KingdomLondon
Jan 31, 2023
C. O. M. R.
Analista Fiscal & Legal De Planificación Patrimonial
Mobile Phone
Email
Dominican Republic
Jun 01, 2026

Frequently Asked Questions

What is The LifeWealth Group known for?

The LifeWealth Group was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 270 West Plant Street Suite 240 Winter Garden, Florida 34787 United States; you can contact the main corporate office by phone at

+1-407-299-****

. Explore The LifeWealth Group's company overview page for more information.

What is The LifeWealth Group's most common email format?

The LifeWealth Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The LifeWealth Group email formats with LeadIQ.

How many employees does The LifeWealth Group have currently?

The LifeWealth Group has approximately 24 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are The LifeWealth Group's key employees and leadership?

As of June 2026, The LifeWealth Group's key employees include:

Owner/ President/ Financial Advisor: H. L.
Lead Financial Planner, Head Of Financial Planning Department: L. F. P. C.
Director Of Marketing: S. C.
Director Of Marketing: J. E.
Human Capital Manager: B. L.

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The LifeWealth Group Employee Directory

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