Rockwall, TX Office
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Lifetime Wealth Management P.C.
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Firm-wide stats for Lifetime Wealth Management P.C.
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.
Based on Lifetime Wealth Management P.C.
Expertise
Based on Lifetime Wealth Management P.C.
Location
560 E. Interstate Hwy 30, Ste 110
Rockwall TX 75087
Advisors at this office
3
Advisors at this office
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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