Alternative Isn’t a Buzzword. It’s a Better Way to Invest.

At Lifeplan Wealth Management, “Alternative” means breaking away from traditional public markets— not for trend-chasing, but for control.

We offer accredited investors direct access to credit-based alternatives:

• Funds that aren’t publicly listed
• Fund managers who don’t mass-market
• Strategies built for downside protection, not headlines

You won’t find robo-advised ETFs or one-size-fits-all allocations here.
We specialize in sourcing, structuring, and monitoring alternative credit vehicles such as:

 What We Include:

• Private Credit – First lien, asset-backed, income-generating direct lending strategies
• Interval & Tender Funds – Periodic liquidity with yield-focused mandates
• Fund-of-Funds – Multi-manager exposure curated and overseen by our due diligence team
• Special Situations – Short-duration, niche opportunities vetted for regulatory and risk clarity

Every fund goes through a 5-step due diligence process, covering legal structure, operations, performance, liquidity, fees, and manager behavior under stress.

You get access to alternative markets the way institutions do — with transparency, reporting, and repeatable outcomes.

🔒 Why Alternatives?

• They reduce correlation with public equities and bonds
• They offer a more consistent yield during market dislocation
• They allow us to structure your exposure based on risk-first principles

But only when done right.
And that’s where our role as a Registered Investment Advisor begins.