Michael Demkiw, NSSA® Advisor · Cold Spring Harbor, NY
Michael Demkiw
Partner / Sr. Advisor, Lifeworks Advisors
Professional Profile
Michael Demkiw grew up in a typical New York family before moving to South Florida, where he watched his family run several successful businesses. Although those businesses performed well, they also faced financial challenges that impacted the family’s finances.
Witnessing these ups and downs taught Michael valuable lessons. He realized that if his family could make financial mistakes, anyone could. He also learned that thoughtful planning leads to better outcomes.
For over 30 years, Michael has worked across various sectors within the financial services industry, including banking, insurance, and wealth management. Through each role, he gained insights that shaped his unique perspective on how to deliver meaningful value to his clients.
Michael Demkiw has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Because most people only get one opportunity to plan for retirement—and often wait until it’s just around the corner—Michael focuses on clients who are within 10 years of retirement. Many of them have been diligent savers but aren’t fully prepared for what it takes to sustain a retirement that can last 20 years or more.
Family and community keep Michael grounded. He lives in Cold Spring Harbor, New York, where he enjoys spending time with his family, playing with his dogs, kayaking, biking, and volunteering. He supports several meaningful causes by contributing both his time and resources, including:
Memorial Sloan Kettering’s Caring Canine Program Pet Partners Animal Therapy Program U.S. Coast Guard Auxiliary Big Brothers of America
Disclosure
Lifeworks Advisors, LLC (“Lifeworks Advisors”) is a Registered Investment Advisor (“RIA”), located in the State of Michigan. Lifeworks Advisors provides investment advisory and related services for Clients nationally. Lifeworks Advisors will maintain all applicable registration and licenses as required by the various states in which Lifeworks Advisors conducts business, as applicable. Lifeworks Advisors renders individualized responses to persons in a particular state only after complying with all regulatory requirements. Lifeworks Advisors believes that communication and transparency are the foundation of its relationship with prospective and current Clients and will continually strive to provide you with complete and accurate information. Lifeworks Advisors encourages all prospective and current Clients to read these disclosures and discuss any questions that you may have with an Advisor. Lifeworks Advisors provides investment advisory services, including (a) Financial Planning Services and (b) Wealth Management Services, as well as related services such as (c) financial account aggregation services via the Website (collectively, “Services”). The Services are only provided to investors who become Clients of Lifeworks Advisors (“Clients”) pursuant to a written Wealth Management Agreement and Financial Planning Services Agreement, which prospective and current Clients are urged to read and carefully consider in determining whether such agreement is suitable for their individual facts and circumstances. Part 2 of Lifeworks Advisors’ Form ADV can be found here. The Form ADV Part 2 (“Disclosure Brochure”) provides information about the qualifications and business practices of Lifeworks Advisors, LLC. If you have any questions about the content of this Disclosure Brochure, please contact Lifeworks Advisors at 616.200.6512.
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