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!
Recent and Upcoming Events
Our annual golf classic is a fun way for our clients and their guests to swing into fall. We can’t wait to see who claims this year’s trophy. Fore!
Looking forward to this opportunity to Cheers in 2018! Last year, we hosted our Oktoberfest event at Clouds Brewing. We look forward to providing more details about this year’s event soon. For now, mark your calendars!
Join us for this educational workshop. We will invite a select group of our clients who may be considering retirement in the next two to three years. We’ll discuss topics such as social security, Medicare, financial behavior, and retirement distributions.
We look forward to hosting our clients and their guests at the Durham Bulls Athletic Park. Clients, if you’re interested in attending this fun event, please reach out to Kim at 919-845-5315. Play ball!
We have a number of clients who enjoy local theater! Our team is planning a small event to attend Phantom of the Opera at DPAC. Clients who are interested, please reach out to Kim at 919-845-5315. Thank you!
Our Annual Shred Event will be Saturday, March 3rd from 10am-1pm! Do you need to get rid of old tax documents? Do you have outdated or useless electronics that you’ve been meaning to recycle? Looking for an easy way to donate clothes? Want to support some great local charities? Save the date to join Lifetime Asset…