LifeWorks Private Wealth Management

"When you plan in faith, Life Works"

From our office in Deer Park, WA, LifeWorks serves 500+ families with a focus on helping retirees build dependable income and long-term financial confidence. We also work with business owners, young professionals, and people in ministry seeking clarity and confidence about their financial future.

Get your plan started

Why clients choose us for their finances

We’re competent — and honest

We take our responsibility seriously and focus on doing the work well. When something doesn’t go perfectly, we’re transparent, accountable, and focused on long-term results rather than pretending to be flawless.

We do the heavy lifting and stay accessible

Clients don’t get advice and then get left to figure things out alone. We help with follow-through, coordination, and the details — and when you call or email, you hear back.

You’re supported by a full team

You’re never dependent on one person. Our advisors work as a team so someone who knows your situation can always step in and help. We work with clients nationwide and adapt to how you prefer to communicate.

Faith-based options. Down-to-earth people.

For clients who want it, we offer faith-based investment models. We build confidence through competence, service, and relationships. We’re regular people who care deeply about the families we serve.

Who We Serve

Each of our advisors has a different specialty. Below are the main types of clients we serve.

Pre-Retirees & Retirees

Make the most of your retirement and create a lasting legacy

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Business Owners

Efficiently manage your personal and business finances

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Young Professionals

Make your money work for you

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People in Ministry

Understand the complexities of ministry finances

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Women in Transition

Navigate through death, divorce, or other major life events

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Financially Independent Women

Manage your household's finances confidently

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How it Works

STEP

1

Let’s get to know each other

We take the time to listen and assess our clients needs and wishes through client specific financial planning and goals oriented financial strategies.

STEP

2

Let’s make a plan

We implement those strategies to help our clients work towards meeting their personal financial objectives, which includes retirement planning, legacy planning, tax efficiency planning, wealth transfer strategies and asset preservation strategies.

STEP

3

Let’s stick to the plan

We empower our clients with confidence regarding their financial futures.

Make an Appointment

We’d love to learn more about you and your financial goals. Our form is a great way to schedule a complimentary meeting.

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.