About LifeWorth
We're top ranked by Forbes
Jacqueline Fish has been recognized by Forbes as one of the best year after year. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.
Forbes “America’s Top Women Wealth Advisors” list (February 2025). Research and ranking developed by SHOOK Research, LLC. Based upon data as of 9/30/2024. Forbes “Top Next-Generation Wealth Advisors” list, (August 2024). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2023. Forbes Top Financial Security Professionals list (July 2024). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2023. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Who Is LifeWorth
We are a team of listeners, dreamers, and doers. Learn more about our team, our values, and why we do what we do.
Hear From Our Clients: Retirement Planning
Hear how Rich found his way to LifeWorth Financial for his unique retirement planning needs after a successful career in architecture.
Hear From our Clients: Financial Planning
Join the Strause family as they share the impact LifeWorth Financial has had on navigating their longterm goals through genuine relationships and thoughtful planning.
Our Community Impact
Like many of you, giving back to our community is at the heart of what we do and who we are. Take a look at some of the organizations we support in the Charlotte area and beyond