A complete list of active advisors currently associated with Lifetime Wealth Design LLC

Warmer can help you find a great advisor at Lifetime Wealth Design LLC or one who fits your needs even better.

Lifetime Wealth Design, LLC serves individuals (including high‑net‑worth clients), corporations and other entities by offering financial planning, employer‑sponsored retirement plan review and monitoring, and discretionary portfolio management for individual accounts. The firm operates as a solo advisory practice and provides both one‑time financial plans and ongoing monitoring arrangements. The firm’s investment approach emphasizes asset allocation and individualized portfolio construction, using discretionary authority to implement trades, monthly monitoring and periodic rebalancing to maintain target allocations. Custody is provided through an independent custodian, the firm may aggregate trades across client accounts, and accounts are reviewed at least annually or more frequently for market events or client life changes. Notably, the firm is affiliated with certified public accounting practices and with an insurance business and may recommend or provide those services, which generate separate fees or commissions and are disclosed in the brochure as potential conflicts of interest. The brochure also discloses the owner’s other non‑investment business activities (including a franchise, rental properties and a credit union board role), which the firm notes as additional matters clients should consider.

To learn more about the advisors currently working at Lifetime Wealth Design LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.