On Saturday, June 24th, LifeTime Asset Management sponsored the first Triangle Expo for LGBTQ Aging Adults. The event was organized by the LGBT Center of Raleigh and was a huge success—with over 40 exhibitors and hundreds of attendees. LifeTime Asset Management Wealth Consultant Lorraine Johnson presented a workshop, “Ask a Financial Advisor”. As a group, [...]
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. [...]
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 [...]
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 [...]
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!