The LifeWealth Group holds a 4.9 rating from 72 reviews, with clients praising the firm for responsive communication, personalized financial planning, and accessible advice during significant life events. Reviewers frequently highlight the professional team's availability, educational support, and community involvement, including volunteer activities. The primary criticism involves pending FINRA complaints regarding variable life insurance disputes, which the firm has not addressed in its review responses.
Google rating: 4.9 out of 5 from 72 reviews (93% five-star).
Reviews on this page: 72 Google reviews (58 with written comments).
Owner responses: the business replied to 1% of reviews.
UPDATE – SEPTEMBER 2026
We have now reviewed the FINRA BrokerCheck disclosures associated with the primary adviser involved in our LifeWealth relationship, Hilgardt Lamprecht. They show multiple customer disputes, including two earlier complaints involving variable life insurance. One was settled and one was denied. Our own VUL-related complaint is now also publicly disclosed and remains pending.
The existence of a complaint does not establish its merits. Readers should review the FINRA disclosures themselves. We are nevertheless concerned to discover that we are not the first consumers whose publicly disclosed complaints have involved variable life insurance recommendations associated with the same adviser.
Our disclosure lists $45,000 as the “Damage Amount Requested.” For context, that was the amount requested at that stage, not our assessment of the total financial harm, which we believe exceeds that amount.
ORIGINAL EXPERIENCE / EARLIER UPDATE
We engaged LifeWealth believing we were receiving coordinated, holistic and fiduciary financial planning.
During that relationship we proceeded with a VUL policy carrying an annual premium of approximately $90,000. Only after concerns arose, and following multiple requests, did we come to understand that the recommendation involved approximately $40,000 of upfront compensation together with ongoing compensation over time. The magnitude of that financial incentive had not been explained to us in plain dollar terms during the recommendation process.
One of the entities subsequently responding to our complaint acknowledged that agreed financial-planning deliverables had not been provided and offered to refund the planning fee. We still struggle to understand how recommendations of this magnitude were reached if the underlying agreed planning had not been completed.
When we raised documented concerns, instead of the unified relationship we believed we had, responses came through multiple separate entities, compliance departments and lawyers, with distinctions concerning responsibilities, compensation and standards of care becoming central to those responses.
LifeWealth publicly states that it remains committed to acting in clients’ “best interests.” We struggle to reconcile that statement with our experience of a recommendation carrying tens of thousands of dollars in compensation where the magnitude of that financial incentive was never explained to us in plain dollar terms.
The matter remains unresolved and we continue to pursue the available complaint and regulatory processes.
Our advice to prospective clients is simple: ask in writing who is acting as your fiduciary, when they are not, exactly how much everyone involved stands to receive from a recommendation, what alternatives were considered, and whether the underlying financial planning has actually been completed before implementing anything.
Price assessment: Overpriced
Services: Financial plan, Investment advising, Wealth management, Service not listed
Response from the owner · 4 months ago
Thank you for your feedback. We take all client concerns seriously and have addressed this matter directly through written responses and formal review processes. Because client confidentiality is critically important, we cannot discuss specific account details, communications, or recommendations in this public forum.
Our firm operates within a highly regulated framework that includes clearly defined agreements, disclosures, and documented processes. These materials are intended to help clients understand the nature of the various services we provided, including how compensation structures, responsibilities, and applicable regulatory standards may differ with the different products and services offered through our different business lines.
As part of our standard process, we provide product and service disclosures relevant to each client’s particular investment objectives and risk tolerance.
Implementation decisions often evolve as clients assess information and make choices based on their own circumstances. When concerns are raised, we review them carefully and respond through the proper compliance and client service channels.
LifeWealth remains committed to acting in good faith, in our clients’ best interests, and in accordance with all applicable fiduciary and regulatory obligations. We appreciate all feedback and will continue to review and address concerns through appropriate channels.
RC1 reviewiTotal number of Google reviews RC has written across all businesses on Google Maps, not just this one.
I have been working with LWG for many, many years. The true test of our relationship occurred when my spouse died. At a time when I could barely breathe, they were by my side and worked tirelessly to ensure that I was in a sound financial position. Today, they continue to ensure that I am able to live, travel and enjoy the my changed life. I never worry about being financially stable because they do all the hard work for me.
I am so thankful for the careful and trusted advice I’ve received from Hilgardt and his team. They are always available to answer my questions. Working closely with Lifewealth Group has given me confidence in my financial decisions.
Jennifer Pagels6 reviewsiTotal number of Google reviews Jennifer has written across all businesses on Google Maps, not just this one.
The LifeWealth group has a Professional, caring staff. They helped us to see the entire picture. We look forward to planning the next phase of our life with them.
Lawrence HuftyLocal Guide · 474 reviewsiTotal number of Google reviews Lawrence has written across all businesses on Google Maps, not just this one.
My wife and I have been with The LifeWealth Group for three years. It was one of the best financial decisions we could have made. I was in the financial business for over 30 years, with my first 5 years as a Financial Consultant and then I went in to management. So, a lot has changed in the long term investment world. We talked to a couple of investment firms, not feeling like we had the financial might for The Lifewealth Group. And we probably didn't, but they made us feel important, took time to listen to our needs and investment desires and came up with an investment plan that I could have never dreamed of. They set up some superb safeguards against a down market and also products to take advantage of a strong market. I am probably a bit too aggressive of an investor for our age group, and they were able to accommodate me and at the same time deduce the risk for most of our portfolio.
There are a lot of advisors to choose from. And I strongly recommend that you at least give The Lifewealth Group a strong consideration. I think that you will walk away impressed and also become a client of theirs.
Nathan Sommers10 reviewsiTotal number of Google reviews Nathan has written across all businesses on Google Maps, not just this one.
LifeWealth provides great customer service and awesome financial advice. My wife and I are treated like family every time we come in for a consultation. We feel very comfortable and feel we get all the updates we need to make informed decisions that will affect our future. They have a superb team of knowledgeable experts who truly care about the people they represent.
Johnny Mathews10 reviewsiTotal number of Google reviews Johnny has written across all businesses on Google Maps, not just this one.
We have been with the LifeWealth Group for several years and are very pleased with the services they provide, but more importantly, we trust their insight, and market knowledge and understanding of trends. With their expertise, together we work to secure our financial future. We strongly recommend Hilgardt, Hilton, and the entire team at LifeWealth.
Patty Thompson12 reviewsiTotal number of Google reviews Patty has written across all businesses on Google Maps, not just this one.
I spent 30 years with Ameriprise Financial. They convinced me that they were all about my best interest. How gullible and naïve I was!!!
I made little to no money on my accounts with hundreds of dollars in fees.
I made little to no money and they paid themselves regardless.
These companies pay themselves first.
I was aware of Life Wealth Group and thought I would schedule a consultation with them.
Number 1 . . They are a fiduciary!!
I was floored about 30 minutes into my first meeting. The amount of time and detail they take to get to know MY goals . . MY dreams My financial situation with what I have saved was amazing.
Number 2 . . They are a company with relationships with other professionals that can help you financially without any financial benefits. Such as insurance reps, tax advisors, etc
Number 3 . . They have done the research with the software so I can visually see my progress toward retirement and the EFT’s and analysts to re evaluate the security and growth of my accounts.
THE most valuable and important thing was Life Wealth Group is all about what is best for me . . My goals . . And have amazing communication with meetings , emails and events to educate me towards my retirement.
I so wish I should have signed on sooner!!
What an incredible team!!!
I would highly recommend anyone looking for honest, solid financial advice and investment opportunities give Life Wealth Group an opportunity.
lana wolfe5 reviewsiTotal number of Google reviews lana has written across all businesses on Google Maps, not just this one.
Have been a customer of The LifeWealth Group for years but have especially enjoyed the Women’s Events they have been having in the last couple of years. There are opportunities to get to know other women and the presentations enable us to have knowledge and confidence not only in our finances but our own growth and safety. I highly recommend these Women’s Events!!
Nate FrazierLocal Guide · 48 reviewsiTotal number of Google reviews Nate has written across all businesses on Google Maps, not just this one.
The LifeWealth Group has been such a pleasure to work with. We went there with questions regarding our assets and managing our cash flow and have gained so much knowledge and great advice. We get individual attention and their services have been tailored to our needs as a growing family. We don't feel like just another number, but an important part of their family. It was important for us to work with a Christ centered company and are lucky to have found them!
