Plan taxes, investments, retirement, real estate, and estate strategy — all in one place. Built for ages 35–65 with serious wealth goals.
You're ahead of 78% of peers in your age bracket. Focus next on tax drag.
Six integrated systems that work together — not fifteen apps stitched with spreadsheets.
Our proprietary 0–100 Wealth Healthscore analyzes 7 dimensions of your finances — from emergency fund depth to retirement readiness — and tells you exactly where to focus next.
From SALT cap optimization to Roth conversion timing, IRMAA management to tax drag analysis — LifeWealth surfaces every opportunity to legally reduce your tax burden.
Retire at 58 or 65? Take Social Security now or wait? What if the market drops 30%? Model every decision side-by-side before it costs you.
SS Optimizer, RMD Planner, Medicare Timeline, Distribution Strategy, IRMAA optimizer, and 529→Roth rollover — every retirement tool in one place.
Ask anything. Your AI Advisor reads your actual financial profile and answers questions specific to your numbers — not generic advice.
STR vs LTR analysis, S-Corp thresholds, ISO/RSU/ESPP tax elections, rental tax nuances by state — LifeWealth handles the complexity most tools ignore.
Start free. Upgrade when you're ready. Cancel anytime.
Answer 10 questions about your income, goals, and family. Takes 5 minutes.
Link accounts via Plaid or enter manually. Your data stays encrypted.
Instantly see your Healthscore, tax opportunities, and retirement gap.
Your financial data deserves bank-grade protection — and nothing less.
All data encrypted at rest and in transit using bank-grade encryption.
No unencrypted connections ever. HSTS enforced across all domains.
Multi-factor authentication with authenticator app support.
We're undergoing SOC 2 Type II certification — the gold standard for fintech.
Join thousands of professionals who've taken control of their financial future.