Lifeworks Advisors

Lifeworks Advisors

Lifeworks Advisors was established in Grand Rapids, Michigan in 2009 by Michael W. Hoolsema. The firm operates as a registered investment advisor, serving individuals, high-net-worth families, corporations, and other business entities primarily in the West Michigan region. The wealth managed here did not originate from a single industrial fortune or liquidity event — it reflects gradual accumulation from local business owners, professionals, and retirement plan participants. The firm's advisory model spans investment management, comprehensive financial planning, and retirement plan advisory services for corporate clients. Asset-class exposure typically includes domestic equities, fixed income, and mutual fund or ETF-based strategies tailored to individual client goals, with some clients likely accessing alternative investments through third-party managers. Lifeworks does not operate proprietary funds or direct investment vehicles, functioning instead as a fiduciary allocator and planner. Lifeworks Advisors is a compact operation by institutional standards, with no disclosed AUM or professional headcount suggesting a boutique footprint. The firm's geographic focus remains tightly centered on its Grand Rapids headquarters, with no additional offices publicly listed. In May 2026, the firm maintained its core advisory registration with the SEC, continuing to serve its client base without disclosed structural changes, acquisitions, or public expansions over the prior 24 months. The firm's structural differentiator is its fiduciary RIA posture in a regional market where banking-affiliated wealth management often dominates. By operating independently, Lifeworks can theoretically avoid proprietary product conflicts, though its small scale means clients likely rely on a narrow team and limited internal asset-management capabilities compared to national RIAs.