Investment Advising

Lifetime Value Management was founded with the mission of safeguarding and enhancing the financial position of our clients. We work with each client to develop and implement a personalized investment plan. Together, we assess your goals, dreams, resources, savings, and investments, designing and executing a solution that works for you. Over time, the plan, investments, and objectives are monitored and adjusted to keep pace with your life and capital markets.

Successful investing requires diligence, analysis, knowledge, and patience. The advisors at Lifetime Value Management have experienced various market cycles and economic conditions. We work on your behalf to make decisions that position your portfolio in line with your goals, seeking the necessary growth and desired principal protection.

We offer our clients flexibility in investment strategy and compensation method: professional fee-based management; fee-based asset allocation with and without load mutual funds; and traditional brokerage and investment solutions. Our goal is to provide clients with enhanced long-term returns while endeavoring to minimize risk through active investment management.