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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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

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Call Us

Phone: (972) 771-0650
Fax: (972) 722-4484

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Visit Us

560 E I-30 Suite 110

Rockwall TX 75087

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Office Hours

Monday: 8:00 am – 5 pm
Tuesday: 8:00 am – 5 pm
Wednesday: 8:00 am – 5 pm
Thursday: 8:00 am – 5 pm
Friday: 8:00 am – 3 pm

Call, Email, Text, or Visit

While we always love a visit from our clients, we know that life can get busy. Our team is just a phone call, email, or text away! Or, if you want to keep up with the latest at Lifetime, like what we had for breakfast this morning, you can follow us on social media.