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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-03-2024
- Office Locations
- 1
Office Locations
About Life Strategy Partners
Life Strategy Partners is a fee-only wealth management firm providing life-plan focused financial planning, portfolio guidance, and retirement planning for clients in Tucson and across Arizona and the U.S. The team emphasizes transparency, ongoing education, and keeping clients well-informed, and they promote Social Security claiming workshops featuring Registered Social Security Analyst (RSSA) support—useful for retirees weighing benefit-timing decisions.
Team overview
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Owner & Executives
ANANDA MOHAN DAS
Co-founder, Financial Advisor, WEALTH MANAGER
- CRD
- #6042322
- Ownership
- 50% but less than 75%
Chad William Lawyer
Chief Compliance Officer, FOUNDER, WEALTH MANAGER
- CRD
- #6107777
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,260,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,260,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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