Popular on eTradeWire
- Zorzal Inversiones Tecnológicas completed a purchase of shares of Arkano Software - 134
- Multi-Award Winning B.Slade to Debut in Las Vegas at Iconic Westgate Resort & Casino; The B.Slade Experience (BSX) — May 3, 2025 - 111
- SSATI Completes Acquisition of Invex Technology Solutions and ITIC Corporation's Government Support Services - 108
- Costa Rica's Rainy Season Brings a Surge in Sportfishing Action and Travel Deals - 107
- Dizengoff and Yost Launch Digital Sign in Hammonton NJ - 107
- FoodNiche Health Forum Announce Awards Recognizing Global Leaders Enhancing Health In Communities Through Food Initiatives & Innovation - 106
- Matthew Cossolotto, Author of the Forthcoming Harness Your PromisePower With Jack Canfield Foreword, Offers Model "Make a Promise Day" Proclamation - 105
- Arizona Technology Council Appoints Cepand Alizadeh as Government Relations Specialist - 103
- Boulder SEO Marketing's Chris Raulf to Lead ELIA Webinar and Share AI Insights on the Future of Language Services - 102
- Cloudsyte to Debut New Resilience & Sustainability Enhancements at SSDN 2025 Annual Meeting - 101
Similar on eTradeWire
- Blackridge Partners Ltd. Assesses Nvidia China Expansion Plans
- Retain your clients with DRS Payments and Loyal Patron
- A strategic new integration between 7shifts and DRS Payments via Clover
- Strata Credit Union Goes Live with Scienaptic AI
- GECC Presents "Emerald Reimagined - From Vision to Victory: Reimagining the Next Chapter"
- San Antonio Buyer Secures 2.375% Mortgage in 2025-Broker Reveals the Mistake Costing Buyers Thousands
- $1B Target by 2027 Amid eSIM, Global Roaming Expansion; $57.6M Q1 Revenue and Market Uplisting, Advancing Toward IQSTEL, Inc. (Stock Symbol: IQST)
- Fairmint Releases Whitepaper for Open Captable Protocol (OCP) to Advance On-Chain Equity Securities
- Novafms Trading Center Introduces Integrated NFT Custody and Trading Services
- First Bancorp of Indiana, Inc. Announces Financial Results - March 31, 2025
Raleigh-Based LifeTime Asset & Tax Management Expands to Wilmington, North Carolina
eTradeWire News/10783203
RALEIGH, N.C. - eTradeWire -- LifeTime Asset & Tax Management, an award-winning wealth management and tax planning firm, has expanded into the Carolina coastal region with an office location based in Wilmington, NC. This expansion marks LifeTime's third office location, as the company is headquartered in Raleigh and has an office in Suwanee, GA.
As a central part of this expansion, Bruce Moskowitz, a long-time Wilmington resident and business owner, has merged his sizeable wealth management practice with LifeTime and will lead the new LifeTime Wilmington office. Moskowitz has worked as a Financial Advisor for over 30 years. His passion for finance began as a student at the University of Georgia, which led him to a successful career as a Financial Advisor, and later he built a thriving wealth management practice in Wilmington, his hometown. His support staff including Lori Williams, Jessica Sjolander, and Julia McCracken, will join LifeTime with Moskowitz.
For several years, Moskowitz and Matt Glova, CFP® and CEO of LifeTime, discussed a partnership as they recognized their shared goals and approach to financial planning. Both are committed to helping clients pursue their financial goals through comprehensive wealth management, reducing financial anxiety, providing proactive future planning, and ultimately allowing clients to retire with confidence.
More on eTradeWire News
"I'm pleased to merge my business with LifeTime and join the company as a Wealth Consultant and Managing Partner. This collaboration allows me to bring my clients greater support as the business continues to grow, as well as experience in more specialized areas of the industry," said Moskowitz. "LifeTime's integration of asset management with tax planning is a unique offering and will be a valuable addition for our existing and new clients in Wilmington."
Moskowitz and Glova look forward to many years of successful partnership and the opportunity for LifeTime to serve clients in the Wilmington area and coastal region.
About LifeTime Asset & Tax Management
LifeTime Asset & Tax Management has been providing individuals and organizations with financial guidance since 1996. The firm helps clients by simplifying wealth management and investment complexities, aggregating every aspect of their finances, and clarifying their goals and choices. LifeTime employs 14 financial professionals, including 11 CFP®s and 3 CPAs with more than90 years of combined experience in the financial industry. Learn more at www.lifetimeasset.com.
More on eTradeWire News
###
LifeTime Asset & Tax Management
Raleigh Headquarters: 801 Corporate Center Drive, Suite 110, Raleigh NC 27607
Suwanee, GA Location: 3457 Lawrenceville-Suwanee Road, Suite B, Suwanee GA 30024
Wilmington, NC Location: 2715 Ashton Drive, Suite 102, Wilmington, NC 28412
919-845-5315 | info@lifetimeasset.com | www.lifetimeasset.com
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
As a central part of this expansion, Bruce Moskowitz, a long-time Wilmington resident and business owner, has merged his sizeable wealth management practice with LifeTime and will lead the new LifeTime Wilmington office. Moskowitz has worked as a Financial Advisor for over 30 years. His passion for finance began as a student at the University of Georgia, which led him to a successful career as a Financial Advisor, and later he built a thriving wealth management practice in Wilmington, his hometown. His support staff including Lori Williams, Jessica Sjolander, and Julia McCracken, will join LifeTime with Moskowitz.
For several years, Moskowitz and Matt Glova, CFP® and CEO of LifeTime, discussed a partnership as they recognized their shared goals and approach to financial planning. Both are committed to helping clients pursue their financial goals through comprehensive wealth management, reducing financial anxiety, providing proactive future planning, and ultimately allowing clients to retire with confidence.
More on eTradeWire News
- Fur & Health Launches Natural Joint Support Soft Chews to Help Dogs Stay Active
- Fur & Health Launches Wild Alaskan Salmon Oil for Dogs and Cats
- Top Tier Events Launches Strategic Marketing Campaign with Charter Spectrum in St. Louis
- PR & Comms Summit 2025 Unveils Star-Studded Keynotes from Universal, FOX, SAG-AFTRA and More
- NBA Legend Jeremy Lin, Benny Luo and Sy Huq Team Up to Executive Produce Powerful New Short Film "Ayo, Check Up!"
"I'm pleased to merge my business with LifeTime and join the company as a Wealth Consultant and Managing Partner. This collaboration allows me to bring my clients greater support as the business continues to grow, as well as experience in more specialized areas of the industry," said Moskowitz. "LifeTime's integration of asset management with tax planning is a unique offering and will be a valuable addition for our existing and new clients in Wilmington."
Moskowitz and Glova look forward to many years of successful partnership and the opportunity for LifeTime to serve clients in the Wilmington area and coastal region.
About LifeTime Asset & Tax Management
LifeTime Asset & Tax Management has been providing individuals and organizations with financial guidance since 1996. The firm helps clients by simplifying wealth management and investment complexities, aggregating every aspect of their finances, and clarifying their goals and choices. LifeTime employs 14 financial professionals, including 11 CFP®s and 3 CPAs with more than90 years of combined experience in the financial industry. Learn more at www.lifetimeasset.com.
More on eTradeWire News
- Silva Construction Gives More Advice on Home Remodeling Trends
- 70% of Business Owners Are Winging It – Book Aims to End the Chaos and Make Marketing Fun Again
- Disrupting The Edible Oil Industry: I Love Camelina Launches on Indiegogo
- Wise Business Plans® Expands National Reach as Go-To Resource for Custom Business Plans
- JILL & RICH SWITZER Return to LEGENDS RADIO Morning Lounge Beginning Tuesday, May 27th
###
LifeTime Asset & Tax Management
Raleigh Headquarters: 801 Corporate Center Drive, Suite 110, Raleigh NC 27607
Suwanee, GA Location: 3457 Lawrenceville-Suwanee Road, Suite B, Suwanee GA 30024
Wilmington, NC Location: 2715 Ashton Drive, Suite 102, Wilmington, NC 28412
919-845-5315 | info@lifetimeasset.com | www.lifetimeasset.com
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
Source: LifeTime Asset & Tax Management
Filed Under: Financial
0 Comments
Latest on eTradeWire News
- Influxx Launches 'The Instant Income Engine': A 48-Hour Blueprint for Building Digital Products
- Newark Autobody Honors Veterans
- Cherokee Historical Association Awarded $698,000 Grant from Cherokee Preservation Foundation
- Outdoor Tech Lab Unveils the Ultimate Guide to Budget Camping: Best Gear Under $50 for 2025
- Contact the God Current. An ECKANKAR Ontario Spiritual Event
- Blue Fox Group Optimizes Cloud Solutions for Business Performance and Security
- Hope Healthcare Services Welcomes Three New Board Members
- PCnet Provides Businesses with Reliable and Proactive Managed IT Services
- RAIN Group Named to Selling Power's List of Top Sales Training Companies for 10th Consecutive Year
- Hope Healthcare Services Achieves Gold Level Status in NAFC Quality Standards Program
- Men's Health Network Urges Memphis Community to Attend 2025 Men's Health Month Summit
- What are the 7 Steps of Detailing?
- Anjin Launches UK's First Measurable NMN Supplement for Energy, Longevity and Cellular Performance
- 29 Most Common Hidden Costs of Homeownership
- Michelle Kerr Joins Summit as Vice President of Marketing
- Retain your clients with DRS Payments and Loyal Patron
- Primrose Schools of The Woodlands and Spring Featured in Living Magazine Texas
- The Next Chapter Begins: South Seas celebrates grand reopening with special package
- 3 bedroom, 2 bathroom home for sale in Coon Rapids!
- New Jersey keynote speaker celebrates shortlisting success at The Speaker Awards 2025