Matt recently attended a learning event in Boston, sponsored by LifeTime Asset Management’s broker/dealer, Commonwealth. He was asked to attend the event as a part of a small group of firm leaders, each recognized for their dedication to client service and new technology. The event’s seminars and workshops were tailored to the selected firms, ranging [...]
We are excited to announce that Liz Hamlett will be joining our team this month. Liz has a background in the field of customer service and enjoys helping others. She also grew up in Raleigh, attending Peace College. Liz and her son Ryan live in Raleigh. We thank our clients for their support as we [...]
Our team would like to congratulate Matt Glova for officially committing to an elite study group, one that our firm hopes will have a lasting and meaningful impact. The study group’s first meting will be in February, and the newly formed study group includes advisors from across the country. The participants were invited to the new study group by [...]
We are excited to announce that THE 4TH ANNUAL SHRED EVENT will be held on May 14. If you're local to the Raleigh area, we hope that you'll save the date and plan to stop by with your old documents or outdated devices. Please also feel welcome to bring your friends and family to take advantage of this [...]
We are excited to announce that Alan King will be joining our team in December. Alan has a long-term, client relationship with LifeTime Asset Management and is fully committed to the results that can be achieved with a long-term, disciplined, diversified approach to financial security. He is excited to learn and grow in this new [...]
Commonwealth Financial Network ranks “Highest in Independent Advisor Satisfaction Among Financial Investment Firms,” four times in a row Raleigh, NC (September 10, 2014) — For the fourth time running, J.D. Power ranks Commonwealth Financial Network® “Highest in Independent Advisor Satisfaction Among Financial Investment Firms.” Commonwealth is the largest privately held independent broker/dealer–RIA in the United [...]
Commonwealth Financial Network ranks “Highest in Independent Advisor Satisfaction Among Financial Investment Firms,” three times in a row Raleigh, NC, (May 15, 2013) — For the third time in a row, J.D. Power and Associates ranks Commonwealth Financial Network® “Highest in Independent Advisor Satisfaction Among Financial Investment Firms.” Commonwealth is the largest privately held independent [...]
Many of you have expressed a desire to support the victims of the senseless tragedy in Boston, Massachusetts. We are honored to tell you that we will be taking advantage of an opportunity to double the aid we can offer, and we invite you to do the same. Commonwealth Cares, the charitable foundation of Commonwealth [...]
Local Financial Advisor’s Guy Swain, CFP®,CLU, ChFC and Matthew D. Glova, CFP®, CLTC Attend Commonwealth Financial Network’s Annual Conference Raleigh, North Carolina, December 2012 — Guy Swain, CFP®,CLU, ChFC and Matthew D. Glova, CFP®, CLTC of LifeTime Asset Management in Raleigh, NC, recently attended a national educational conference for independent financial advisors. Hosted by Commonwealth [...]
Commonwealth Financial Network ranks “Highest in Independent Advisor Satisfaction Among Financial Investment Firms,” twice in a row Raleigh, North Carolina (August 2012) — For the second times in a row, J.D. Power and Associates ranks Commonwealth Financial Network® “Highest in Independent Advisor Satisfaction Among Financial Investment Firms.” Commonwealth is the largest, privately held independent broker/dealer in the [...]