LifeTime celebrates three years with Meals on Wheels

For three years, our team has supported the Wake County chapter of Meals on Wheels. Twice a month, we enjoy an opportunity to deliver meals to our North Raleigh community. This campaign has been driven by LifeTime Asset Management’s CIO Guy Swain, and it has been supported by many of our amazing clients, who have…

LifeTime launches annual Boys & Girls Club fundraiser

The team at LifeTime Asset Management is launching a new campaign, which will contribute annually to the Boys & Girls Club of Wake County’s Great Futures Campaign. Our group kicked off our support by collecting donations during our 2018 Shred Event, raising over $1,000 in this first drive. We look forward to continuing these efforts; the…

Join us in welcoming Leslie Gaddis to the LifeTime family

We are excited to announce that Leslie Gaddis has joined our firm as a Financial Planning Assistant. Leslie earned her MBA from North Carolina State University. Most recently, Leslie completed the Financial Planning certification through Duke University, passing the CFP© Exam in July 2017. Our clients will have an opportunity to work with Leslie through the financial…

Triangle Financial Advisors announces merger with LifeTime Asset Management

It has been announced this month that LifeTime Asset Management is joining forces with Triangle Financial Advisors (“TFA”), a Raleigh-based independent financial and investment planning firm.

2017 Client Appreciation Events were a hit!

Thanks to everyone who came out to our Client Appreciation Events this summer! We hosted two events at the Durham Bulls Athletic Park and they were a ball! We enjoyed ballpark food, meeting their mascot Wood E, participating in a few on-field games, watching fireworks and cheering on our Durham Bulls baseball team here in North Carolina….

The 2017 VIP Wine Tasting was fantastic!

We want to thank everyone that came out to North Ridge Country Club on June 22, 2017 for our VIP Wine Tasting on Riedel stemware. This was such a wonderful and fun event and we look forward to hosting another next year!