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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 [...]

2018-03-15T15:47:27+00:00March 15th, 2018|
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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 [...]

2018-07-20T06:26:54+00:00January 19th, 2018|
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This communication strictly intended for individuals residing in the states of AL, AR, AZ, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MO, NC, NE, NH, NY, OH, OK, PA, RI, SC, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. The financial advisors of Lifetime Asset Management offer securities and advisory services through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser.

Form CRS: Client Relationship Summary

Tax return preparation and bookkeeping services offered through Lifetime Tax Management are separate and unrelated to Commonwealth. Lifetime Tax Management and Commonwealth are separate and unaffiliated entities.

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