Wealth  Management

Your wealth management is more than a monetary reflection of your accomplishments – it’s your legacy. Our experienced team operates with that in mind, in everything we do – from building your portfolio to managing your investments. While some firms focus on short-sighted goals, we take a comprehensive approach to managing you, your expectations, and your wealth.

Wealth Management

We build a portfolio tailored to your short-and-long-term goals. Combining our own innovative strategies to trusted solutions, our team strives to build a balanced portfolio that will maximize your growth, while minimizing risk.

Wealth Management

While the goal of investing is to generate a positive return on capital, it takes skilled experts to improve your expected returns while lessening additional risk. Our team keeps a keen eye on the bigger picture when managing your investments.

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With the many years of combined experience among our team, we know you have many needs beyond wealth management. That’s why we offer consulting services with our insurance experts on everything from life insurance policies to disability coverage.

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Both long-term and day-to-day budgeting is a key part of what we do as stewards of your wealth. We take a goal-oriented approach to managing your business and personal budgeting.

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From building a financial independence plan to freeing you from the headache of managing financial statements and bill processing, our team takes an active role in making sure you’re free to live the life you deserve.

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As a team invested in your long-term success, we take great pride in building long-term relationships, with the goal of serving you through many seasons of life. We don’t just help you manage your finances during your golden years – your retirement goals are built into the growth strategies we construct.

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Your legacy encompasses a lot. From planning your estate and transfer of wealth to mediating inter-generational conflicts, your legacy is in the best of hands with our skilled and passionate team.

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As the stewards of your legacy, earning your trust means everything to us. That’s why we keep you up to date on your overall portfolio performance with securely delivered reports.

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

1160 Horizon Road Rockwall TX 75032

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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.