Latest News

In Memory of Phil

Food pantries are an incredible community resource. That’s why Phil Arbolino was passionate about supporting the Community Food Cupboard in his Manchester, Vermont community. The LifeTime Asset Management team got to know Phil in 2016, when he retired from financial planning and merged his firm with LTAM. Afterward, Phil became a client and a friend….

LTAM CEO Honored in Triangle 40 Under 40

LifeTime Asset Management CEO Matt Glova has been recognized with the Triangle Business Journal’s 2018 40 Under 40 Award. The 40 Under 40 awards recognize outstanding professionals under the age of 40 for their contributions to their organizations and to the community. Six judges from the local business community and TBJ leaders pored over about…

LTAM Welcomes Summer Intern Derrick Dreier

The LifeTime Asset Management team is excited to welcome Derrick as a summer intern! Derrick is a rising Junior at NC State University, majoring in Finance with a minor in Data Analytics, and is working towards the completion of the NCSU Honors Business Analytics Program. He is currently seated in the top 10% of his class at NC State with an…

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…

Recent and Upcoming Events

2018 LTAM Golf Classic

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!

2018 Client Appreciation Event – Oktoberfest!

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!

2018 Retirement Symposium

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.

2018 Client Appreciation Event at Durham Bulls Ballpark!

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!

2018 Client Appreciation Event at DPAC

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!

2018 Shred Event

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…