Lifetime Wealth Management PC

Lifetime Wealth Management PC Lifetime Wealth Management, P.C. is a Registered Investment Advisor (RIA). Our success is a result of our quality of clientele, not from the quantity of clients.

operates with one singular objective: to provide superior financial advice and to foster lasting relationships with our clients. Each relationship has specific goals and dreams and being a part of achieving both results in a true love for what we do.

Thank you for your continued support, we wish you and your families a safe and happy holiday season! Merry Christmas! 🎄
12/22/2025

Thank you for your continued support, we wish you and your families a safe and happy holiday season!
Merry Christmas! 🎄

With gratitude for our clients and the relationships we’re honored to hold, we wish you a wonderful Thanksgiving.Our off...
11/26/2025

With gratitude for our clients and the relationships we’re honored to hold, we wish you a wonderful Thanksgiving.
Our office will be closed during the holiday and reopen on December 1.

🎯 CHALLENGE: Can You Scale Excellence Without Sacrificing Client Experience?Most wealth management firms talk about grow...
09/09/2025

🎯 CHALLENGE: Can You Scale Excellence Without Sacrificing Client Experience?
Most wealth management firms talk about growth. We’re building something harder: maintaining boutique-level service for ultra-high net worth clients while scaling systematically.
 
What We’re Seeking:
✅ 8-10+ years as practicing financial advisor
✅ $25M+ portable AUM with demonstrated relationships
✅ Client base averaging $1M+ in assets
✅ Experience serving clients with $10M+ net worth
 
What You’ll Join:
🔹 Established wealth management team with proven track record
🔹 Integrated service model (Tax + Insurance + Wealth)
🔹 Technology-forward platform transitioning to Advyzon
🔹 Higher payout percentage vs. big firms + all overhead covered
 
The Reality: This role requires advisors who can maintain exceptional client relationships during growth, adapt to systematic processes while preserving personal touch, and take ownership of both individual and team success.
 
Not for advisors looking to coast on existing books. We need someone who can absorb organic growth and help build something that lasts.
 
Ready to prove you belong among advisors who deliver boutique service at scale?📍 Rockwall, TX | LifetimeWealthManagement.com
”

🎯 CHALLENGE: Can You Scale Excellence Without Sacrificing Client Experience?Most wealth management firms talk about grow...
09/09/2025

🎯 CHALLENGE: Can You Scale Excellence Without Sacrificing Client Experience?
Most wealth management firms talk about growth. We're building something harder: maintaining boutique-level service for ultra-high net worth clients while scaling systematically.

What We're Seeking:
✅ 8-10+ years as practicing financial advisor
✅ $25M+ portable AUM with demonstrated relationships
✅ Client base averaging $1M+ in assets
✅ Experience serving clients with $10M+ net worth

What You'll Join:
🔹 Established wealth management team with proven track record
🔹 Integrated service model (Tax + Insurance + Wealth)
🔹 Technology-forward platform transitioning to Advyzon
🔹 Higher payout percentage vs. big firms + all overhead covered

The Reality: This role requires advisors who can maintain exceptional client relationships during growth, adapt to systematic processes while preserving personal touch, and take ownership of both individual and team success.

Not for advisors looking to coast on existing books. We need someone who can absorb organic growth and help build something that lasts.

Ready to prove you belong among advisors who deliver boutique service at scale?📍 Rockwall, TX | LifetimeWealthManagement.com
"

Be the face of a premier financial services firm.This is more than a receptionist role — it's a client experience and of...
07/10/2025

Be the face of a premier financial services firm.
This is more than a receptionist role — it's a client experience and office operations position. We're seeking someone polished, proactive, and passionate about service to join our dynamic team.

Full-time + Benefits + Growth Opportunities

To Apply: Email [email protected] a copy of your resume and a brief cover letter explaining why you believe you have what it takes to be Lifetime Companies' Director of First Impressions.

In observance of Independence Day, we wish everyone a safe and enjoyable holiday! 🇺🇸 Our office will be closing early on...
07/02/2025

In observance of Independence Day, we wish everyone a safe and enjoyable holiday! 🇺🇸

Our office will be closing early on July 3rd at 2 PM and will remain closed on July 4th.
Enjoy the holiday!

We are excited to welcome on Trace Johannesen as Lifetime Cos. new COO!
06/30/2025

We are excited to welcome on Trace Johannesen as Lifetime Cos. new COO!

Office closure announcement! In observance of Memorial Day, our office will be closed on Monday, May 26th. We will resu...
05/22/2025

Office closure announcement!

In observance of Memorial Day, our office will be closed on Monday, May 26th. We will resume regular hours on Tuesday, May 27th. Wishing everyone a safe and meaningful extended weekend as we honor those who served. 🇺🇸

See you next year ❤️😌🙌
12/25/2024

See you next year ❤️😌🙌

With love and cheer, we wish you a very Merry Christmas and a Happy New Year! 🎄✨ May this holiday season bring you endle...
12/25/2024

With love and cheer, we wish you a very Merry Christmas and a Happy New Year! 🎄✨ May this holiday season bring you endless joy and happiness. ❤️

We want to wish everyone a Happy Thanksgiving 🦃🍁Lifetime will be closed for the remainder of the week!
11/27/2024

We want to wish everyone a Happy Thanksgiving 🦃🍁

Lifetime will be closed for the remainder of the week!

Address

560 E. I-30 Suite 110
Rockwall, TX
75087

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

+19727710650

Website

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