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.

The firm provides financial planning, portfolio management, and ongoing monitoring services to individuals, high‑net-worth individuals, corporations and other entities, including targeted reviews of employer‑sponsored retirement plans. Deliverables described in the brochure include written financial plans, ongoing plan monitoring, and individualized asset allocation recommendations for both managed accounts and clients’ personal brokerage or retirement accounts. Its investment approach emphasizes tailored asset allocation across equities, fixed income, international securities and cash, with discretionary portfolio management, regular monitoring, and rebalancing as market or client circumstances warrant. The firm reports monthly monitoring of accounts, annual review opportunities for clients, and the use of a third‑party custodian for trade execution and account reporting. Distinctive features disclosed in the brochure include affiliations with the owner’s certified public accounting firms and engagement in the sale of insurance products, arrangements the firm acknowledges can create conflicts of interest and that it seeks to mitigate through disclosure and internal policies. The firm also operates with a small client base (13 clients, managing a few million dollars) and disclosed a 2017 agreed order addressing registration and net‑worth reporting deficiencies that resulted in a $3,000 fine.

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.