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Lifewise for Workplace

A powerful investment solution for your workforce.

We design, implement and monitor customized financial wellness programs that help companies dramatically improve the financial well-being of employees. Our financial wellness consultants, Certified Financial Planners, and retirement plan advisors focus on helping customize effective financial wellness programs to meet the specific needs of your company’s workforce.

The Case for Financial Wellness

Financial stress has been voted the number one cause of stress among Americans for six straight years, which is increasingly being connected to lower productivity, higher turnover, lower 401(k) contributions and much more according to recent research.

Lifewise workplace