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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 Top Women Wealth Advisors 2024
Forbes Best-In-State Top Financial Security Professionals 2023
Forbes Best-In-State Wealth Advisors 2023

Forbes Top Women 2024 ranking published 2/8/24. Data as of 9/30/2023. Forbes Best-in-State Top Financial Security Professionals list (July 2023), based upon data as of December 31st of the preceding year.

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. 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