Community Partners

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

Honoring our clients’ charities

When we celebrate a major anniversary with our clients, after serving them for 5, 10, 15, 20, or even 25 years, we mark that milestone by offering to make a donation to their chosen charity in recognition of our partnership.
Some of the many charities that we have been able to support through this program include:

  • Local animal shelters
  • Community and state food banks
  • Education programs for adults
  • Programs supporting the homeless
  • Environmental organizations and clean-up programs
  • Charities supporting the arts, culture, and humanities
  • Health charities dedicated to research, treatment, education, and patient services
  • Youth programs, youth community service organizations, and mission trips

Committing our time and resources

The team at LifeTime has a longstanding tradition of volunteering with Meals on Wheels, supporting charity tournaments like, Tee it up! for a cure, volunteering mentors for The First Tee, and participating in charity races like The Patrol Stroll.

During the 2020 pandemic, we mobilized a mask and hand sanitizer donation drive, offering this protective equipment to our clients and also donating it to employees at local nursing homes.

Promoting financial literacy

The team at LifeTime launched a new series of virtual events, The LifeTime Learning Series, in 2020. The events are free and open to the public, as part of LifeTime’s commitment to offering financial literacy resources to the community.

The short webinars are offered on the 1st and 3rd Thursday of each month. Each session features a different topic, one that’s relevant to the community and to their financial future. (Educational content only. No product pitches allowed!)

The sessions are recorded, and those recordings are also offered for free to the public, on our website and our YouTube channel.