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 [...]
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 [...]
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 [...]
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. […]
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. [...]
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!
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 nationwide network of 1,710 [...]
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!
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!
Local Financial Advisor Matthew Glova Attends Commonwealth Financial Network's Annual Conference Matthew Glova, Financial Planner of LifeTime Asset Management in Raleigh, NC, recently attended a national educational conference for independent financial advisors. Hosted by Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, the event drew 1,750 affiliated advisors, staff, guests, and sponsors from [...]