Our Approach

The fundamental goal of Lifetime Capital Management is to help you make good investment choices.  As your fiduciary, we are 100 percent committed to putting your interests ahead of ours. This approach is unlike many traditional stock brokers who might sell products or receive commissions based on what you buy (and not on the results of your plan).  We listen to your goals and provide real-world, actionable advice based on our expert knowledge of the market.

We actively work with you to protect your investments from unforeseen changes.  We believe in managing risk, whether the market is up or down, and maintain an investment philosophy based on diversification.  Our success is measured by how well our clients perform and not by the commissions or the number of products we sell.  Every portfolio we manage is unique and structured based on each client’s needs and goals.