Lifetime Wealth Design LLC

Overview

Lifetime Wealth Design LLC is an independent, individual-owned registered investment adviser that works primarily with individuals and families. Its advisory services focus on financial planning and portfolio management for individuals and small businesses. Compensation is through a combination of percentage-of-AUM and fixed fees. The firm does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or pension consultant adviser. The firm reports relationships with an accountant and an insurance company as industry affiliations, which suggests coordination around tax and risk-transfer solutions in client work. Lifetime Wealth Design LLC’s classification and service mix indicate a boutique practice concentrated on traditional wealth-planning and investment management rather than institutional or overlay services.

Assets & Accounts

Investments & Alternatives