Personalized Attention

Some advisors and brokers often grow too large to oversee and focus on each client individually.  This means they may rely on generic investment solutions such as “one-size-fits-all” mutual funds and managed accounts.  At Lifetime Capital Management, our financial experts first listen to you, then guide you through each decision you are facing.  Our flexible approach results in a custom tailored diversified portfolio directly aligned with your goals.

To Lifetime Capital Management, you are far more than just another line on a spreadsheet.  Each of our advisors maintains a 75-client limit, providing much more personal time and attention than typical managers who may have 500-1000 clients they are responsible for!  This allows us the time to listen carefully so we can explore the services you may need, including:

  • Investment Planning and Management
  • Retirement and Income Planning
  • Risk Management and Insurance
  • Estate and Tax Planning