LifePlan Wealth Management Group

Independent Registered Investment Adviser · Branford, CT

Individualize Your Wealth Strategy

Independent wealth management for discerning investors — built around your goals, not a product shelf.

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About the Firm

An independent adviser. A client-first philosophy.

LifePlan Wealth Management Group is an independent Registered Investment Adviser registered in the State of Connecticut. We work with high net worth and accredited investors to build personalized, multi-strategy wealth plans — free from the conflicts of a captive product shelf.

20+Years in Financial Services
2021RIA Registration
Series 6, 7 & 63Formerly  Finra Licensed
Series 65Currently Licensed

Our Strategies

Target your need by choosing a strategy below.

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Wealth Creation

Managed accounts matched to your goals and risk tolerance — using pre-qualified independent third-party managers with unique strategies.

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Alternative Investments

Exclusive access to alternative investment vehicles for accredited investors seeking returns beyond traditional markets.

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Retirement Savings

Comprehensive retirement planning across 403b, 457, 401k, IRAs, Executive Bonus, and Defined Benefit Plans.

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Our Approach

Independent Advisory & Risk Time Horizon Analysis

We use independent third-party managers who have unique strategies, applied with our guidance for your individual needs. We pre-qualify boutique and midsize managers that have unique qualities to give you that extra attention you deserve. Our investment selection offers a full range of investment products — and educating you about our investment vehicles is our number one priority.

About the Firm

Firm Overview Video — drop in here

Ready to build a wealth strategy around your life?

Speak directly with Tom Cama, Founder & President — no call centers, no junior advisors.