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Contact Info

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560 East I-30, Suite 110
Rockwall, TX 75087

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O – (972) 771- 0650
F – (972) 722-4484

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info@LifetimeWM.com

Successful Families

Our family office clients are an extension of our own Lifetime family. With an approach as unique and nuanced as the families we serve, we don’t just advise on the creation of multi-generational wealth. We define legacies by helping you preserve wealth across those generations.

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Entrepreneurs & Business Leaders

Our dedicated team at Lifetime takes deep pride in being a part of the growth and success of the entrepreneurs and business leaders we serve. Helping these industry leaders and drivers of the economy achieve their short-and-long-term goals is one of the most rewarding parts of what we do!

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Sports Industry Professionals

The athletes, coaches, and agents we serve have worked hard to earn a spot among the ranks of an over 500 billion dollar industry. Our passionate team at Lifetime works just as hard to help these sport industry professionals build upon the wealth they have already created, while protecting their legacy across generations.

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High Net Worth Individuals

At Lifetime, we understand the many complexities involved in managing the wealth of high net worth individuals. That’s why everything we do serves the purpose of simplifying your financial life, while balancing growth with risk management.

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Business Consulting

Your business is your baby, and, just like raising children, it often takes a team. That’s where our business consulting services comes in. Our team is a melting pot of richly experienced experts in wealth management, tax advising, business consulting, and the insurance sphere.

Business Consulting with the Lifetime Touch

Our business consulting services aren’t just ventered on attaining short-sighted objectives. With the added expertise of our tax and insurance teams, we go beyond the basics of business consulting for long-term success.

We provide business consulting services in the following areas:

Business monetization/liquidation management
Operational review and redirecting
Acquisition strategy
Contract negotionations
Expansion planning
Succession planning & oversight
Real estate purchase & sales
Major purchase consulting
Business conflict resolution
Exployee compensation & insurance
Tax strategy

Our success at Lifetime comes from the quality of our clientele, not from the quantity of clients. We specialize in learning who you are and what your needs and expectations are.

Jason Potts

Founder, Lifetime Companies

We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors, Inc. and Lifetime Insurance Services, Inc., 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.