LifeWorks Private Wealth

LifeWorks Private Wealth LifeWorks Private Wealth is a independent wealth management firm located in Deer Park, WA.

Are you planning to work after taking Social Security benefits? Know the rules.
09/10/2026

Are you planning to work after taking Social Security benefits? Know the rules.

Knowing the rules may help you decide when to start benefits.

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.
09/09/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

With great wealth comes even greater questions. Learn more in our article.
09/08/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
09/07/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

With increasing wealth comes unique financial challenges.
09/06/2026

With increasing wealth comes unique financial challenges.

Fee-only fiduciary financial advisor serving Spokane and Deer Park Washington. Retirement planning, investment management, and tax-efficient financial planning.

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies t...
09/05/2026

Ready to make the most of your six-figure income? Check out this comprehensive guide to help you unlock the strategies to secure your financial future and thrive at your new income level.

Help your clients with these practical steps to make the most of their six-figure income.

Take the time to think about these three things when shopping for your next vehicle.
09/04/2026

Take the time to think about these three things when shopping for your next vehicle.

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Fee-only fiduciary financial advisor serving Spokane and Deer Park Washington. Retirement planning, investment management, and tax-efficient financial planning.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
09/03/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Address

102 W Crawford Street STE A
Deer Park, WA
99006

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 1pm

Telephone

+15092762340

Website

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