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.

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.

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 big picture when managing your investments.

Our years of combined experience has taught us how many needs you have that go beyond wealth management. That’s why we offer consulting services with our insurance experts on everything from life insurance to disability coverage.

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

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.

We take great pride in the long-term relationships we build with our clients, allowing us to serve them through many seasons of life. We don’t just help you through your golden years – your retirement goals are built into the growth strategies we contruct.

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.

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.

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.