Empowering you to reach your financial goals

Thank you for visiting LifeWorth Financial! We offer our clients a distinctive and comprehensive wealth management experience. Our practice is founded on integrity, collaboration, expertise and a team-driven approach to meet our clients' complex financial needs.

Read our latest article in the Charlotte/Greensboro Financial:
Helping Empower YOU to Reach YOUR Financial Goals.

Being professionals is incredibly rewarding because our team gets to help our clients turn their dreams into “done!” Together, we create a strategy designed to free our clients to enjoy today while achieving their ideal future.

Bringing clarity of purpose, financial security and serenity into our clients’ lives helps them to achieve their goals with confidence.

It is a great partnership. Our role is to create an environment of trust for our clients, encouraging them to share what matters most. We then apply our decades of financial expertise to their plans, thoughtfully holding them accountable to achieving their goals. They know that we’ve “got their backs.”

We are able to serve our clients well because of our dedicated, educated and capable team. We hope you get a chance to meet each one of them soon.

Our team is award-winning

Jacqueline Fish has been recognized by Forbes, Working Mother, and Northwestern Mutual as one of the top wealth advisors in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Top Women Wealth Advisors 2021
Working Mother 2021 Top Wealth Advisor Moms List logo
Northwestern Mutual Forum Qualifier 2021
Forbes Next-Gen Wealth Advisors 2021

Forbes Top Women Advisors logo reprinted with permission.