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Lifespan Financial Strategies
LIFESPAN FINANCIAL STRATEGIES, INC. is an SEC-registered investment adviser in WESTON, FL, registered since 2023. The firm manages approximately $357 million...
Lifespan Financial Strategies
LIFESPAN FINANCIAL STRATEGIES, INC. is an SEC-registered investment adviser in WESTON, FL, registered since 2023. The firm manages approximately $357 million in assets. It has 6 employees and 5 investment advisers.
General information
Firm type
Single Family Office
Year founded
1997
Location
Region
Asia
Country
United States
City
Weston
Corporate office
Weston, FL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Lifespan Financial Strategies?
The firm does not publicly disclose named investment committee members or a chief investment officer. As a registered investment advisor, investment decisions are likely made by the firm's advisory team under a fiduciary standard.
What types of clients does Lifespan Financial Strategies serve?
The firm serves individual investors, including those in retirement, as well as institutional clients. It operates as a financial planning and wealth management RIA rather than a family office.
What investment stages or vehicles does Lifespan Financial Strategies use?
Lifespan Financial Strategies focuses on traditional asset allocation through mutual funds, ETFs, and separately managed accounts. The firm does not publicly disclose participation in fund commitments or direct private investments.
Is Lifespan Financial Strategies a single family office or a multi-family office?
The firm is a registered investment advisor (RIA) and not a family office. It provides financial planning and asset management to a general client base, not exclusively to a single family or a small group of ultra-high-net-worth families.
Which sectors or asset classes does Lifespan Financial Strategies focus on?
The firm emphasizes asset allocation across equities, fixed income, cash equivalents, and alternative investments such as real estate investment trusts (REITs) and commodities. Specific sector focuses are not publicly detailed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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