Lifetime Wealth

Management

Our Approach

Our approach is tailored to the lifestyle, priorities, goals, and dreams of each client we serve. We are able to grow wealth and protect legacies because of the rich knowledge and experience of our team and strong relationships we build with our clients.

1

Discovery

After gathering the necessary data, we get to know the client through a questionnaire and in an in-person meeting. This enables us to work with the client to identify important objectives.

2

Strategy

With our objectives clearly defined, we build a strategy based on the discovery of assets versus liabilities and needs versus wants.

3

Implementation

Once we’ve identified our strategy, we develop and implement a customized financial plan to reach the client’s objectives.

4

Refine

To ensure the continued success of our clients’ financial plan, we review and refine their portfolio regularly, making strategic changes relative to changing opportunities and options.

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

Lifetime Companies

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.

Contact

560 E. I-30, Suite 110 Rockwall TX 75087

Lifetime Brands

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Lifetime Tax Advisors

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Lifetime Wealth

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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.