A complete list of active advisors currently associated with Lifetime Wealth Management P.C.

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

Lifetime Wealth Management P.C. provides personalized financial planning and investment management to individuals, estates, charitable organizations, and small businesses, and furnishes related non‑securities advice such as cash‑flow, retirement, and estate planning. The firm also offers specialized services including private investment review and placement assistance and Puerto Rico Act 60 consulting. Portfolios are generally managed on a discretionary basis using a core‑and‑satellite approach that blends index and exchange‑traded funds with active managers and individual securities, and clients receive documented investment policy statements and periodic reviews. The firm may engage third‑party money managers and offers limited hourly or project‑based planning engagements as part of its service mix. Noteworthy for a team of its size, the firm accepts performance‑based fee arrangements for qualifying clients and also charges performance‑based fees on certain private investments, a practice that is uncommon among peers and is accompanied by disclosed safeguards to address conflicts. The firm has ownership ties to a separate tax‑advising entity and an insurance agency, which the brochure discloses as potential conflicts of interest and says are managed through disclosure and the firm’s compliance procedures.

To learn more about the advisors currently working at Lifetime Wealth Management P.C., 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.