Our Clients



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 also offer consulting and financial planning options for those who are not yet at our minimums.

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

Lifetime Wealth Management is a Fee-only institution.



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.


Lifetime Companies

Wealth
Management


HELPING YOU CREATE AND DEFINE YOUR LEGACY

Lifetime Wealth ManagementOur Services

Tax
Advisors


MAKING APRIL 15th JUST ANOTHER DAY ON THE CALENDAR

Lifetime Tax AdvisorsVisit Site

Insurance
Services


PROTECTING YOUR ASSETS AND INSURING YOUR LEGACY

Lifetime Insurance ServicesVisit Site