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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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investment planning & Consulting

Clarity, consistency, and flexibility; these are three cornerstones of our approach to investment planning and consulting. Each client is unique, and we take the time to learn who you are. Your story helps us assess your current & long-term goals, so we can apply the right investment planning strategy to meet them.

Investment Planning with Lifetime Wealth Management

Investment planning with our team is about more than just growing your wealth. We ensure you invest in the right opportunities. We keep a keen eye on the most fruitful investment planning opportunities to further your growth and build a brighter future.

Some key elements we evaluate for your investment planning strategy include:

Retirement goals
Retirement needs
Existing free cash flow
Tax strategy
Personal balance sheets
Risk tolerance
Education goals
Philanthropic goals
Legacy plans

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.