Triangle Financial Advisors and LifeTime Asset Management look forward to working together as one company in order to provide a customer service experience that is stronger and better than ever before.
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!
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…
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!
Recent and Upcoming Events
Our Annual Shred Event will be Saturday, March 3rd from 10am-1pm. Stop by with your old documents and tax returns for this FREE service! We will also have a shredding electronic truck, a food truck and even more! More information to come!
We are excited to share our move with everyone! Our Open House will be Thursday, December 7th from 5:30-7:30pm. We will have hors d’oeuvres, drinks and good conversation. Please join us for a wonderful evening in our new space! We look forward to seeing you there!
LifeTime Asset Management’s 2017 Annual VIP Golf Classic will be here October 19th! We look forward to hitting the golf course with our clients for an 18 hole day of golf with dinner to follow. We hope to see you all there!
We look forward to sponsoring and playing in the 14th Annual Tee It Up For A Cure Golf Tournament again this year! This is such a wonderful cause that helps breast cancer research in North Carolina! http://www.chbcf.com/event-overview.html
This summer we will be hosting two client appreciation events at the Durham Bulls Athletic Park! July 7th and August 8th we will head to the Durham Bulls Athletic Park for evenings of baseball, food and fun! We look forward to seeing you there for two exciting evenings of baseball!
We are looking forward to another wine tasting event this June. This year will be a bit different as we sit down to experience the difference the shape and size of a glass can make to your wine drinking experience. We look forward to learning all about Riedel stemware and wine education!