Align Your Wealth to Serve the Life You Want Today and Tomorrow
Build a life that doesn't run out of money
At Longevity Wealth Strategies, we help you align your wealth with your values, so you can live fully today while preparing wisely for tomorrow.
The Real Questions
If you’re nearing retirement, chances are you’ve wondered:
“Can I retire when I want to?”
“Will I run out of money?”
“What happens if the market drops again?”
“Am I missing tax-saving strategies?”
“What if healthcare costs drain my savings?”
These aren’t just money questions.
They’re about freedom. They’re about choices.
Our Philosophy
Money isn’t the goal. It’s the tool.
Your life is a story — and your wealth should give you the freedom to write the chapters ahead.
We created Longevity Wealth Strategies because too many pre-retirees have worked hard their entire lives, only to feel unsure about the future. We believe retirement shouldn’t feel like guesswork or fear.
Our Why: To help you live a life of clarity, control, and confidence - without the fear of running out of money.
How We Help:
Forget the old retirement script. Together, we’ll design a new one - built for clarity, confidence, and control.
Retirement Income Planning → A steady income plan that lasts as long as you do.
Investment Management → Purpose-driven strategies, not guesswork.
Risk Analysis → Be ready before life throws a curveball.
Tax-Efficient Strategies → Keep more of what you’ve earned.
Estate Planning → Pass on what matters, with intention.
What to Expect
We start with a conversation. We listen deeply to what matters most and craft a plan that’s uniquely yours based on your values.
Tailored, not templated → No one-size-fits-all solutions.
A trusted network → Access to CFPs, CPAs, and estate attorneys.
Proven strength → Supported by two Fortune 500 leaders.
Ready to Begin?
Your first strategy session is complimentary.
No pressure. Just clarity.