Here for you.

We’re on a mission to support your financial confidence.

LifeTime Asset & Tax Management bring two important pieces of your financial life together with one company. Our wealth management and tax teams work hand-in-hand to ensure you receive comprehensive tax savings strategies as it relates to financial planning. We specialize in proactive tax planning to help minimize your tax liabilities through efficient distribution techniques. Specifically, we support end-of-year tax planning, Roth IRA conversions, investment portfolio tax loss/gain harvesting, cash flow projections, and more.

Raleigh, NC Headquarters

801 Corporate Center Dr.,
Suite 110
Raleigh, NC 27607
919-845-5315

Wilmington, NC

2715 Ashton Dr.,
Suite 102
Wilmington, NC 28412
910-202-4656

Suwanee, GA

3457 Lawrenceville-Suwanee Rd.,
Suite B
Suwanee, GA 30024
678-541-0866

Tax Services

801 Corporate Center Dr., Suite 110
Raleigh, NC 27607
919-465-1265

Client portals

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Centsables*

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We make no representation as to the completeness or accuracy of information provided at these websites.

Here for our community.

LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:

Meals on Wheels

Meals on Wheels

Rotary International

Wounded Warrior Project

Tee it up! for a cure

Tee it up! for a cure

You don’t have to be a tax expert—
at LifeTime Tax Management,
that’s our job

Tax services, business services, and Quickbooks services from our dedicated team.

Financial solutions for life—
simplifying your
wealth management choices.

Our clients want to eliminate financial anxiety and plan for their financial future.