Lifetime Wealth Management P.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lifetime Wealth Management provides ongoing financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, with a client base that includes high‑net‑worth individuals. Services span comprehensive financial planning, retirement and estate planning, Puerto Rico Act 60 consulting, and private investment review and placement assistance.
The firm uses a core‑and‑satellite approach that combines passively managed index and ETF holdings with selectively chosen active managers and individual securities, documents client objectives in investment policy statements, and conducts periodic account reviews. It also performs due diligence and places clients into private investments and separately managed accounts and accepts performance‑based fee arrangements for certain client relationships and private investment services.
Distinctive aspects include affiliations with an insurance agency and a tax/advisory firm, and the firm’s role as adviser to an affiliated privately offered pooled investment vehicle, arrangements the brochure discloses can create potential conflicts of interest and are managed through written policies, audits, and compliance procedures. As a relatively small advisory team overseeing roughly $240 million in client assets, the firm’s combination of Puerto Rico Act 60 consulting, private investment placement assistance, and acceptance of performance‑based compensation differentiates it from many peers.
Client services
Expertise
Fee options
Financial planning fees are fixed starting at minimum $5,000
$0 - $1,000,000: 1.25% $1,000,000.01 - $2,500,000: 1.00% $2,500,000.01 - $5,000,000: 0.80% $5,000,000.01+: 0.65%
Licensed insurance agents may receive commissions from insurance product sales, which are separate from advisory fees
Hourly rate of $450 for follow-up implementation and limited scope planning engagements
Performance fee on separately managed accounts: 10% of net excess appreciation above 7% hurdle rate; Minimum advisory fee of 1% annually; Performance fee on affiliated pooled investment vehicle: 20% performance allocation on net realized profits
Account minimum: $1,000,000 Minimum fee: Minimum financial plan fee of $5,000 Fee-only: Financial plan: minimum fee $5,000; Follow-up implementation work billed at $450/hour; Hourly planning engagements at $450/hour
Main office
See office560 E. Interstate Hwy 30, Ste 110
Rockwall TX 75087
Advisors at this office
3
Offices (2)
Most active in
Georgia · Puerto Rico · Texas
Also doing business as
Efg Funds · Lifetime Wealth Management P.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Jason G
CFA®, Series 63
Rockwall, TX
Lifetime Wealth Management P.C.
Jason Gould is a CFA® charterholder with 8 years of industry experience, currently serving as a financial advisor at Lifetime Wealth Management P.C. in Rockwall, TX. Prior to joining Lifetime Wealth Management, he worked at Gould Capital and the Traditum Group. Lifetime Wealth Management provides comprehensive financial planning and discretionary portfolio management to 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 specialized services such as Puerto Rico Act 60 consulting and private investment placement, and manages potential conflicts of interest through formal policies and compliance procedures.
Sylvia M
Series 66
Rockwall, TX
Lifetime Wealth Management P.C.
Sylvia Mc Crackin is a Series 66-licensed advisor with Lifetime Wealth Management P.C. in Rockwall, TX, bringing nine years of industry experience. Prior to joining Lifetime Wealth Management in 2023, she spent six years with Edward Jones. She holds leadership roles in several community organizations, including serving as a board member and secretary of the Rockwall Rotary and as an ambassador for the Rockwall Chamber of Commerce. Lifetime Wealth Management provides financial planning and discretionary portfolio management to 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 and offers services such as Puerto Rico Act 60 consulting and private investment placement assistance.
Zachary T
CFA®, Series 66
Rockwall, TX
Lifetime Wealth Management P.C.
Zachary Taylor is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He is currently an advisor at Lifetime Wealth Management P.C. and has previously worked at Connemara Group, Todd County Public Schools, SLAM Miami, the University of Miami, the State of Florida, and Merrill. Lifetime Wealth Management provides financial planning and discretionary portfolio management to individuals, estates, small businesses, and pooled investment vehicles, including high-net-worth clients. The firm employs a core-and-satellite investment approach and offers services such as Puerto Rico Act 60 consulting, private investment placement, and performance-based fee arrangements.
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