LifeTime Asset & Tax Management is proud to be named to Forbes list of Best-In-State Wealth Management Teams for 2025. The list is published on Forbes Best-In-State Wealth Management Teams.
See LifeTime’s profile on this Forbes’ list here.
Each team—selected by SHOOK Research—is chosen based on a close examination of the entire team, from its purpose, not just the mission, to its culture and skillset. Shook takes a close look at leadership and the senior advisors since they tend to dictate every client’s experience from the top down. List makers are determined based on an algorithm of qualitative and quantitative criteria, including interviews, the team’s best practices, including service models, investing process, team constructs, skill set and more. The algorithm also weighs factors like revenue trends, assets under management, compliance records.
“We are pleased to have been named to this prestigious list. This is a recognition that speaks to our firm’s commitment to excellence,” said Matt Glova, CEO of LifeTime Asset & Tax Management. “I am grateful for the trust our clients place in us, and we remain committed to providing the guidance and support they need to achieve their unique financial goals.”
See the complete press release here.
2025 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented on January 9, 2025 based on data as of March 31, 2024. 11,674 team nominations were received, more than 5,300 teams were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.