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Never Be Sold. Ever.

Did you know that typical ‘advisors’ and ‘brokers’ make their money on product sales like insurance, mutual funds, kickbacks, front-end loads or back-end loads, and more? Not us.

Make Life Count

Enjoy Next Level Service.

We dedicate a team of Advisors to each client with $150,000+ portfolios – a level of service normally reserved for multi-millionaire investors. You get our mobile numbers, not a call center. And we’ll actually know what’s going on in your life.

Free Wealth Management Dashboard

Track all your accounts in one place – even real estate, businesses, and insurance.  Monitor cash flow and store important docs in the vault, all secured in your pocket.

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Business
Travel
House
Kids
Gear
Retire

Handcrafted Lifestyle Plans.

You won’t be cutting a latte a day or adding water to your shampoo. We’ll build you a lifestyle plan that allows you to occasionally spend extravagantly on what you love while hitting all your goals. Drop the mic, the crowd goes wild.

Actively Managed Portfolios.

We built a world-class strategy in house, leveraging time-tested methods from the greatest global investors combined with behavioral science – so you’ll have access to uncommon strategies proven to build game changing wealth.

Make Life Count
US Equities Actual vs. Target 65%
Int’l Equities Actual vs. Target 50%
Fixed Income Actual vs. Target 40%
Real Assets Actual vs. Target 90%
Alternatives Actual vs. Target 100%

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A Portfolio You’ll Stick With.

You’ll start with our proprietary algorithm, a risk and behavior profiling system we designed to match you up with a portfolio you’ll actually stick with. It won’t break your risk threshold and you’ll know what to expect before we invest your first dollar. And you won’t lift a finger.

Choose Your Own Adventure

OWNERS

PROFESSIONALS

FAMILIES

DENTISTS

Join Our Community Of Clients

Hundreds of people all across the nation are signing up to be part of the LotusGroup revolution.

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Bill Arellanes

Administrator
Imperial Crest Healthcare

Clint Gehde

Owner/Coach
e3 Fitness

Erika Boyd

Sales Manager
Owens Corning

Dia Draper

CEO/Founder
Workplace Evolved

Lou Chiorazzi

Vice President
UCC

Savinay Chandrasekhar

Founder
FocusEDesign

Jennifer Eiteljorg

Partner/Attorney
BFHS

Dr. Anil Idiculla

Owner/Orthodontist
iOrthodontics

Cristen Carvis

Director, Software Engineering
CBS Interactive

Taber Gonzales

Senior Financial Analyst
WMC Mortgage

Dana Bowler

Live Online Learning Manager
Interaction Associates

Kenneth Boyd

Deputy District Attorney
Denver District Attorney’s Office

Dina Apostolou

Director, Integrated Marketing
Microsoft

Dr. Chris Halper

Owner/Dentist
North Georgia Pediatric Dentistry

Nicole Collins

Brand Partnership Manager
ipsy

Melissa Holmes

Medical Sales Rep
Organogenesis
Make Life Count