Lifetime Wealth Management offers business consulting, wealth management, tax advising, and insurance services through experienced experts.

Lifetime Wealth Management addresses the complexities of managing wealth for high-net-worth individuals.

Lifetime Wealth Management’s investment planning and consulting emphasize clarity, consistency, and flexibility, tailored to each client’s unique needs.

As a multi-family office, Lifetime Wealth Management advises on wealth creation and helps clients preserve wealth across generations.

Lifetime Wealth Management, P.C. aims to deliver superior financial advice and build lasting relationships with clients.

Jason Gould is the Chief Investment Officer and Portfolio Manager for Lifetime Wealth Management. As Chief Investment Officer, he is responsible for providing the firm-wide strategy on the macroeconomic, fixed income, and equity market investment landscape.

Jason Potts directs the operations as President and CEO of Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc., and Lifetime Insurance Services, Inc.

Trace Johannesen is Chief Operating Officer at Lifetime Cos. Previously, he was a Senior Enterprise Client Partner at Toptal, where he helped enterprise companies solve their most complex problems by matching them with the world's top on-demand talent.

Lifetime Wealth Management tailors its approach to each client’s lifestyle, priorities, goals, and dreams, using team expertise and strong client relationships to grow wealth and protect legacies.

Lifetime Wealth Management offers contact via phone, email, text, or social media for updates and client communication.

Lifetime Wealth Management provides financial advice and builds lasting relationships with clients.

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