Authorities in the Art of Wealth Accumulation
and Preservation
Lifetime Wealth Management, P.C. operates with a singular objective: to provide superior financial advice and to foster lasting relationships with our clients. Each relationship has specific goals and dreams, and being a part of achieving both results in a true love for what we do.
Who We Serve
Lifetime Wealth Management is backed by the combined rich experience of our experts, our team proudly serves a variety of clients who have amassed a minimum of $500K in investment assets, or who have a minimum net worth of $2M. From retirees, executives, and business owners to our family offices, we build long-term relationships with each client to help them achieve their long-term goals. We also offer consulting and financial planning options for those who are not yet at our minimums.
Successful
Families
Entrepreneurs &
Business Leaders
Sports Industry
Professionals
High Net Worth
Individuals
What We Do
At Lifetime Wealth Management, building the framework for your financial legacy starts with building a relationship. We are more than just a Registered Investment Advisory (RIA) firm, we take the time to truly learn about who our clients are and what drives them in their day-to-day life. By positioning ourselves as the point of contact for all your financial needs, we are able to provide comprehensive financial advice and services that withstand the test of time.
Family Office
As a full-service multi-family office, We guide investment, tax, and estate planning to philanthropic and education planning. Our team builds long-term relationships with our clients for long-term financial growth and security.
Wealth Management
Even the best-laid plans must remain flexible to be effective. With an eye on the long-term success of our clients, we take a personalized approach to wealth management, optimizing your growth and protecting your legacy.
Investment Planning & Consulting
Our experts don’t just help you build financial success. We ensure you invest that success in the right opportunities. We keep a keen eye on the most fruitful investment opportunities to further your growth and build a brighter future.
Business Consulting
We go above and beyond the basics of business when it comes to business consulting. With the added experience and knowledge of the experts on our insurance and tax teams, we provide robust advisement and planning to fulfill your growth business’s potential.
OUR TEAM
Jason Potts
President / CEO
Greg Tudor
Tax / Financial Advisor
Jason A. Gould, CFA
Portfolio Manager
Maryann Hall
Financial Advisor
Jennifer E. Ziesk
Financial Advisor
We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors and Lifetime Insurance Services, we are uniquely positioned to serve as a one-stop-shop for all of our clients’ financial needs. We foster meaningful relationships with our clients, so we can develop a thoughtful, holistic approach to meeting their goals and protecting their legacy.
Create and Define Your Legacy
At Lifetime Wealth Management, P.C. we build relationships with each client for the long-term. By taking the time to get to know your personal goals, dreams, and needs, we are able to provide superior financial advice to meet them.
Protect and Secure Your Legacy
Lifetime Insurance Services specializes in custom insurance plans that place you in the best coverage position while maximizing your premium dollars. We have the freedom to choose from multiple providers to build you one comprehensive plan. Go now
April 15th Is Just Another Day
Our Tax Advisors do more than just ensure that laws are followed and deadlines are met, we make sure your financial goals are met. We leave no stone unturned when it comes to finding every planning opportunity available to you. Go now
Lifetime Brands
Lifetime Tax Advisors
Lifetime Wealth
Lifetime Insurance
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LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA)
LIFETIME WEALTH MANAGEMENT, P.C., LIFETIME TAX ADVISORS INC. AND LIFETIME INSURANCE SERVICES, INC. ARE LEGAL SEPARATE ENTITIES.
