Detailed information about the services Lifeworks provides to our clients.
Details on investment performance calculations for clients of Lifeworks.
ETF Fee and ETF Performance Disclosure
Detailed information on the use of ETFs and the impact ETF fees have on performance.
Our general policy regarding email communication.
Social Media Websites and Testimonials
Our general policy regarding our use of social media and client testimonials.
Wealth Management Agreement
These are the terms you agree to when you hire Lifeworks to manage your investments.
Financial Planning Agreement
These are the terms you agree to when you hire Lifeworks to provide financial planning services.