Financial Solutions for Life

Many of our clients have been with us for over 30 years. We believe our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to work toward their financial/retirement goals.

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Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions.

The expertise you want. The independent professional advice you need.

Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.

Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.

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Latest News

  • June252025

    LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates. It’s worth a look! Our second quarter newsletter features: LifeTime Advisors Matt Glova & Bruce Moskowitz Named in Forbes' Best-In-State Wealth Advisors List for 2025 Shred Event Recap for 2025 Commonwealth to Merge with LPL Financial ...

  • June232025

    This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Weekly Market Update, June 23, 2025 Retail sales fell in May and home builder sentiment dropped in June, signaling consumer and housing market weakness amid elevated rates and uncertainty. Housing starts and permits declined more than ...

  • June162025

    Written by Chris Fasciano, Chief Market Strategist in the Investment Management and Research Group at Commonwealth Financial Network. The first half of the year has left investors with many questions about the path ahead for the economy and markets. Unfortunately, there haven’t been many concrete answers. Tariff announcements and trade negotiations have commanded the room. ...

  • May312025

    This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, May 31, 2025 Quick Highlights: 1. Beyond the Headlines -  Stocks Bounce Back in May - Markets rallied as trade tensions cooled and earnings beat expectations. 2. Bonds Struggle as Interest Rates Rise ...

  • May282025

    LifeTime Tax Management is a full-service tax, accounting, and business consulting firm committed to delivering exceptional client service. We are currently seeking a growth-oriented Tax Supervisor to join our expanding team in Raleigh, NC. We pride ourselves on a supportive and collaborative work environment, guided by our core values: Help First Be Passionate Be Curious Be Kind ...

  • May062025

    Both Matt Glova, CFP® and Bruce Moskowitz, CRPC®, AAMS®, AIF®, have been named to Forbes’ Best–in–State Wealth Advisors list again for 2025. The list is published on forbes.com/best-in-state-wealth-advisors. This is Matt's seventh consecutive year earning this prestigious award, starting in 2019, and Bruce's second year earning this award. See Matt’s profile on this Forbes’ list ...

  • April302025

    This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Month-End Market Update, April 30, 2025 Quick Highlights: 1. Mixed Month for Markets - Equities faced a challenging month in April. 2. Bonds Rise as Interest Rates Fall - Falling long-term interest rates supported bonds. 3. ...

  • March312025

    This roundup of top financial news for the week presented by Matt Glova and the LifeTime Asset Management team: Quarter-End Market Update, March 31, 2025 Quick Highlights: 1. Challenging Start to the Year for Stocks - A negative March for stocks capped off a weak first quarter. 2. Solid Quarter for Bonds - Falling interest ...

  • March252025

    LifeTime publishes a quarterly newsletter with a compilation of topics, from happenings at LifeTime to market news and updates. It’s worth a look! Our first quarter newsletter features: LifeTime Ranked in Forbes' Best-In-State Wealth Management Teams for 2025 LifeTime Voted Amongst Best Local Business by WRAL in Voter's Choice Award for 2024 LifeTime's Suwanee Office ...

  • March062025

    Recent market movements and economic headlines have sparked concerns among investors. While uncertainty can be unsettling, it’s important to put market fluctuations in context and recognize the opportunities they may present. Chris Fasciano, Vice President, Investment Management and Research, and Chief Market Strategist, explores these topics in his latest article, “Have We Reached Peak Uncertainty?” ...

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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