Our Beliefs
When you partner with Lifetime Capital, you gain a financial advocate and confidante who sits with you on the same side of the table, helping you sift through the issues in your world. By getting to know you and your family, and understanding where you have been and where you want to go, we're able to help you make smart decisions.
What We Believe In:
Personal Relationships
Personal Relationships
The more we understand about you, the better advice we can provide. As such, your advisor will remain your point of contact throughout your relationship with us - you won’t be passed off to someone else after you begin working with Lifetime Capital.
Boutique Setting
Boutique Setting
As our client, you’ll benefit from the resources, knowledge and expertise of a large wealth management firm with the personal attention and one-on-one guidance of a dedicated team. This allows us to build meaningful relationships with you and your loved ones.
Accessibility
Accessibility
You’ll have an experienced professional as your primary point of contact. Drawing on our experience as CFPs, CPAs, corporate CFOs and financial consultants, you can feel confident that you are in the right hands to achieve your goals. Let us take on the complexities of your finances so you can spend more time on the things that matter most to you.
Fee Only
Fee Only
Many financial professionals call themselves “advisors” even though they receive commissions from the companies whose products they recommend. As a fee-only firm, we never receive compensation from anyone but you. Put simply, if you succeed, we succeed.
Let’s Focus on the Bigger Financial Picture
By working with us, you will gain an objective perspective, shown over and over to improve overall long-term performance. Imagine the relief you will feel from reduced worry and less stress as we handle the details for you.