About
Our
Company

About Lifetime Wealth Management, P.C.
Lifetime Wealth Management P.C. is a Registered Investment Advisory Firm created for the sole purpose of providing comprehensive financial advice and services to a specific clientele. We believe in creating relationships that will truly stand the test of time and to position ourselves as the point of contact for all of our client's financial needs. Our knowledge, experience and education position us to serve retirees, executives, business owners and professionals: sports, medical, law and real estate who have amassed at a minimum, $500,000 in investment assets or who have a minimum net worth of $2,000,000.

We focus on a limited number of clients per advisor to deliver a fulfilling client experience.

LWM is a Fee only institution

Our
Mission
Statement

Our Success Results From the Quality of Our Clientele
It is our mission to build relationships that are mutually beneficial while providing unparalleled service and communication as a leading Registered Investment Advisory Firm within the financial services arena.

It is our personal mission, within the hearts and minds of our customers, for our staff to become trusted advisors and friends.

Our
Firm's
Principal

Jason Potts, Founder / President / CEO
Jason A. Potts currently works as a financial advisor and consultant to high net worth families and directs the operations of Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc, and Lifetime Insurance Services, Inc. Jason is responsible for the day to day management of his employees and his clients’ portfolios as well as running a solid business platform for all three entities.

Prior to the formation of Lifetime Wealth Management, P.C., Jason worked as a Financial Advisor and Investment Representative for a private bank as well as a national brokerage firm. His role was asset allocation of his clients’ portfolios, consulting those very clients in business matters as well as oversight of all business operations.

Jason has been in the financial services arena for more than eight years and has significant entrepreneurial experience. His skill set is efficient in the areas of portfolio management, relationship management, investment management, personnel management and above all financial management and consulting.

Jason is a past Director of the Rowlett Chamber of Commerce and Past President of the Rowlett Rotary Club. His love of life is a result of his faith, his family, his friends, his clients and golf.

Jason’s education:
B.A. Finance University of North Texas
M.B.A. Executive Southern Methodist University