Popular on eTradeWire
- Stephanie Peppers Launches Rethread Chronicles - 165
- Real Estate Investor Shane Seo Hosts Empowering Workshop in Atlanta for Aspiring Investors - 149
- Celebrate National Direct Support Recognition Week, September 8 – 14, 2024 - 135
- Cozy Up with Adirondack Fragrance Farm's New Soy Wax Melts - 108
- History Matters: Book Recommendations for September 2024 - 104
- Allegiant Management Group Launches New Website Following Recent Rebranding
- Wagoner Roofing Launches New Website
- Atlas Elite Entertainment Releases New Single "Forever"
- 20th Annual Family Pumpkin Patch Day
- Colony Ridge Welcomes A Second DG Market!
Similar on eTradeWire
- New Short-Term Care Insurance Has Some Attractive Features
- Tutanota LLC Extends Tender Offer for up to 350,000 Shares of Common Stock of Alphabet Inc
- New Frontier Aerospace Closes Seed Round with Pacific Bays Capital
- Matthew Perry's Smart Move with a Trust Estate Plan
- Market Opportunities for a Startup Advisory Firm
- Akram Opens Doors in Maryland, Strengthening East Coast Presence
- Bruce Moskowitz Joins LifeTime Asset&Tax Management and Leads Expansion into Wilmington
- Susan and Tom Tillery announce next "Building a Fee-for-Service Personal Financial Planning Pra
- Terry Sacka AAMS Explains The Real Agenda Behind Asset Tokenization And The Great Reset
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
- A Celebration of American Music Benefit at North Coast Repertory Theatre
- The Human Resilience Project Launches Groundbreaking Global Study on Human Resilience
- Dark Truth Behind Targeted Mass Violence
- Energy Psychology Group Announces Conclusion of Strategic Alliance with Cosmic Media
- Los Defensores Launches "Siempre Contigo" Community Initiative with Philanthropic Grants to Mark the Expansion of Its Local Houston Initiatives
"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
- Jazz Artist Bob Holz Signs With SoVibe Entertainment Plus Album Review In September 2024 Issue Of Downbeat Magazine
- CacklePatch, LLC Unveils The Legend of CacklePatch – The Halloween Raccoon
- Prize Draw UK hosts first successful live draw on Facebook
- 2024 Mount Dora Mayoral Forum Candidates Answer the Burning Questions
- 4-Star Gold Coast Hotel Showcases Chicago Artist's Watercolors
###
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
- AXELERA Technologies Prepares for AUSA Annual meeting, Showcasing the 3d_4X Joystick
- The New Real Estate "Just Looking" Program Is A Big Hit With Central Florida Residents!
- Introducing DentalDuo: The Ultimate On-the-Go Oral Care Tool Now Available
- Pineberry Manufacturing Inc. to Exhibit Automation Solutions at PACK EXPO International
- New High-Performance System for AI and Edge-Computing Applications
- The Florida Forum Speaker Series to Welcome Rt Hon Boris Johnson
- SCSA Announces 2024 Recipients of the Jeff Henson Memorial Scholarship
- CostPredict Inc. Accepted for Participation in an Exclusive Tech Venture Accelerator Program
- Are California Insurance Tax Hikes Good for Uninsurable Homes?
- New California Solar Incentives and Tax Credits
- Ohio Central donates diesel locomotive #4092 to the Age of Steam Roundhouse Museum
- Human Factors and Ergonomics Society Announces 2024 Stanley Caplan User-Centered Product DesignAward
- The Pink Locket to Showcase 'Escape to the Caribbean' Collection at Rock & Roll Hall of Fame
- Plastic Fabrication Company Shares Benefits of Medical Device Plastics
- Mobile windshield service provides welcome post-storm relief
- Cell-Ed and National Minority Health Association Forge Strategic Partnership to Expand Caregiving and Health Equity Initiatives
- 8 Liner Machines deliver an entertainment experience upgrade
- NEXT Door & Window Named Among Crain's 2024 Best Places to Work in Chicago
- Unveiling the attaché x: a premium business bag where luxury meets innovation with a £1 launch offer
- Delta Industrial is Attending FabTech 2024 in Orlando This Fall