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!

Matthew Glova Attends 2017 Exclusive Conference for Financial Advisors

Matthew Glova Attends Exclusive Conference for Financial Advisors Raleigh, North Carolina (May, 2017)—Matthew Glova, CEO and Wealth Consultant of LifeTime Asset Management, in Raleigh, NC, was invited to gather with a group of prominent financial advisors at Commonwealth Financial Network®’s President’s Club, held May 16–21, 2017, in Ojai, California. President’s Club recognizes highly successful advisors among Commonwealth’s…

2017 Speaker Event Recap – A Great Cybersecurity Discussion!

Our Cybersecurity event was a hit! Thanks to our clients that attended the event and a big thank you to Sean Mackey, from Commonwealth Financial Network, for speaking at our event. We look forward to having another speaker event next year!

The 2017 Shred Event was a success!

We had another successful shredding event this year. So many documents and appliances were shredded and the bbq truck was fantastic! We would like to thank everyone that came out and we hope to see you again next year!