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Scott M
Series 65
Alpharetta, GA
Lifetime Wealth Management P.C.
Scott Mckee is a Series 65 credentialed advisor with six years at Lifetime Wealth Management P.C. and over a decade managing Ell LLC dba Sidecar Group, where he advises healthcare organization leaders on growth and development strategies. He also holds an ownership and vice president role at Recurrit, LLC, a software development company focused on time request and billing solutions. Lifetime Wealth Management provides financial planning and discretionary portfolio management services for individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach combining passive and active strategies, offers Puerto Rico Act 60 consulting, and assists with private investment review and placement.
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