LifeTime Asset & Tax Management is proud to be named to Forbes list of Best-In-State Wealth Management Teams in 2026, our second year in a row. 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 honored to be named to this prestigious list for the second consecutive year. This recognition reflects our firm’s unwavering commitment to excellence,” said Matt Glova, CEO of LifeTime Asset & Tax Management. “We are grateful for the trust our clients place in us, and we remain dedicated to providing the guidance and support they need to achieve their unique financial goals.”
See the complete press release here.
*2026 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented in January 2026 based on data from March 2024 to March 2025. Not indicative of advisor’s future performance. Your experience may vary.