ABL Wealth

A Smarter Approach to Wealth Management

At ABL Wealth, we help our clients simplify their financial decision-making, empowering them to spend less time focusing on finances and more time on what matters most to them.

ABL Wealth leverages more than two decades of proprietary data and algorithms to inform longevity-based financial decision-making. We are redefining wealth management by helping financial advisors create more customized plans for clients through a transparent, data-driven approach that considers the entire picture of a client’s health, longevity, and financial wellbeing. Rather than relying on a one-size-fits-all approach to longevity planning, we focus on developing a financial plan tailored specifically to each individual client.

Abacus FCF Leaders ETF

Groundbreaking free cash flow index strategies.

Absolute Return Funds

Alternative investment funds with longevity asset
exposure.

LMA Income Funds

Providing steady, long-term yield through life settlement investments.

A Data-Driven, Individualized Approach

At ABL Wealth, we believe wealth management should be as unique as the individuals it serves. By leveraging more than two decades of proprietary data, actuarial science, and longevity analytics, we offer investment strategies tailored to the specific needs of each client. Our approach moves beyond traditional one-size-fits-all financial planning by incorporating detailed insights into health, lifespan, and overall financial well-being. This allows financial advisors to craft truly personalized strategies that align with an investor’s goals, risk tolerance, and time horizon.

Institutional Strength, Global Reach

Through our partnership with Dynasty Financial Partners, one of the country’s leading wealth management platforms for independent firms, we offer a seamless integration of investment management and lifespan-based financial planning. This collaboration provides financial advisors and investors with access to our proprietary technology stack, enabling superior decision-making and portfolio customization.

In addition, Abacus Global’s acquisition of Carlisle Management Company, a leader in life settlement strategies, has further solidified our position as a premier global alternative asset manager. With a proven track record of delivering steady, uncorrelated returns, our expanded capabilities allow us to serve institutional and individual investors seeking stability in an evolving financial landscape.

A Fiduciary Standard You Can Trust

As a Registered Investment Advisor (RIA), ABL Wealth is committed to the highest fiduciary standards. We act solely in our clients’ best interests, ensuring transparency, ethical investment recommendations, and a disciplined approach to portfolio management. Our advisory team continuously evaluates market conditions, adjusting strategies to optimize performance while mitigating risk. We believe in clear, concise communication, providing clients with full insight into their financial decisions, associated risks, and investment structures.

With an unwavering commitment to integrity and financial stewardship, ABL Wealth empowers clients and advisors to take a smarter, more informed approach to wealth management—one that prioritizes long-term security, innovation, and truly personalized financial solutions.