Jacqueline Fish has been recognized by Forbes as one of the top wealth advisors and top financial security professionals in the country.
We are incredibly grateful for our amazing clients and partnership with Northwestern Mutual. This wouldn't have been possible without our incredible clients.
Forbes "Best-in-State Wealth Advisors" list (April 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2022. Forbes “America’s Top Women Wealth Advisors” & Top Women Wealth Advisors Best-in-State, February 2, 2023. Data provided by Shook® Research, LLC — data as of 9/30/22. Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by Shook Research, LLC. Based upon data as of 12/31/2022. Forbes "Best-in-State Wealth Advisors" list (April 2022), Based upon data as of 6/30/2021. Forbes “Top Next-Generation Wealth Advisors” list, (August 2022). Based upon data as of 3/31/2022. Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by Shook Research. Based upon data as of 12/31/2021. Research and ranking developed by Shook Research, LLC. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(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