Life by Design

DESIGN. DISCOVER. LIVE IT.

Design Your Wealth.

Define Your Life.

Inspiring confidence. redefining wealth. designing what's next.

For Women Shaping Life on Their Own Terms

Life by Design is a values-based approach to wealth, helping you align what matters most with every financial decision. Whether you're just beginning or evolving your legacy, we guide you through a journey that turns intention into action.

START YOUR JOURNEY

Redefining Success, Together

OUR STORY

Learn about the team & how this philosophy began.

OUR EXPERIENCES

Explore the spaces where inspiration and expertise meet.

Discover how we help you turn your values into a strategy.

THE GREAT WEALTH TRANSFER

The Future is Female

Across generations, women are shaping one of the most significant financial shifts in history. Over the next decade, trillions in assets will move into the hands of women, redefining what wealth, legacy, and success look like. This isn't just about numbers - it's about values, vision, and voice. At Life by Design, we believe this moment calls for more than advice; it calls for alignment - empowering women to design lives and legacies that reflect who they truly are.

SIGNATURE WORKS

WEBINARS

ROUNDTABLES & EVENTS

PODCAST

RESOURCE HUB

ABOUT US

Behind Life by Design

At the heart of Life by Design is a team of dedicated professionals who believe that wealth is more than numbers - it's a reflection of the life you envision. With decades of experience in guiding women through life's transitions, we bring clarity, compassion, and confidence to every conversation. Our approach is deeply personal, combining financial expertise with an understanding of the emotional complexities behind each decision. Together, we help you align your wealth with your life - intentionally, beautifully, and powerfully.

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The W.E.A.L.T.H. Journey

01 Where Your Story Meets Strategy

Every woman's journey is unique. We begin by listening - to your goals, your fears, and your dreams. Through an honest, insightful conversation, we uncover what wealth truly means to you and establish a foundation built on understanding, trust, and intention.

02 Turning Vision into Action

With clarity comes direction. Our team translates your aspirations into a personalized plan - one that aligns your financial strategy with the life you want to live. We collaborate closely, coordinating all aspects of your financial world to create balance, growth, and confidence.

03 Empowered, Supported and Aligned

The journey doesn't end with a plan - it evolves with you. Through ongoing guidance, proactive adjustments, and our Wealth Concierge approach, we ensure your financial life remains in harmony with your evolving story. The result: peace of mind and the freedom to live your life by design.

STAY CONNECTED

Stay Inspired.

Stay Intentional.

Be the first to know about new events, insights, and conversations designed to keep you connected to your goals - and your growth.

Comprehensive services for your journey

Retirement Planning

Design a future that supports your lifestyle and purpose.

Investment Strategy

Align your investments with your goals and values.

Wealth Management

A holistic, concierge-level experience.

Tax Strategies

Optimize your wealth with thoughtful, forward-looking tax planning.

Estate Planning & Legacy Building

Preserve what matters most.

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WEALTH CONCIERGE APPROACH

A Personalized Experience, Redefined

Behind every financial decision is a life moment - a transition, an aspiration, a new beginning. Our Wealth Concierge approach ensures that every detail of your financial world is managed with precision, discretion, and personal attention. From coordinating with attorneys and accountants to streamlining complex portfolios, we handle the details so you can focus on what truly matters.

Trusted Partners Through Every Transition

When I suddenly found myself managing finances on my own after my husband passed, I had so much to learn - and a lot of uncertainty. Charlie and Peter were not only incredibly skilled at investing, but also endlessly patient teachers. They made everything simple to understand and always made themselves available when I needed them most. For anyone seeking trusted guidance and true partnership, they are it.

-Life by Design Client

From Uncertain to Unshakable

We all think we can manage our finances and retirement on our own. When my husband suggested we meet with Peter and Charlie at Wealth Enhancement, I wasn't sold on the idea. Boy, was I wrong! Since partnering with them, our portfolio has grown exponentially, and the returns have exceeded our expectations. They're always there to guide us through uncertain markets - but most importantly, they've given us the peace of mind that our future is safe and secure.

-Life by Design Client

Guidance Without Expectation

After speaking with several financial advisors, I met Charles Massimo - who, on a Sunday, took the time to meet with me knowing I was hesitant to join his firm. He simply wanted to guide me toward what was best for my future. He asked thoughtful questions, listened to my story, and offered advice with compassion and sincerity. In a world where genuine care is rare, his kindness and integrity stood out. I have nothing but respect and admiration for someone who gives so selflessly.