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Our Firm

Lifetime Wealth Management is a holistic financial planning and investment advisory firm located in Cheektowaga, New York. Since 2007, we have been assisting businesses, individuals, and families in Buffalo and in cities throughout Western New York state.

The services we provide are extensive, and dependent upon the unique goals and situation of each client. As an independent wealth management firm, we are fee-based and have no obligation to products or outside entities in the financial services industry.

When you work with Lifetime Wealth Management Group, our team will get to know your current situation, future goals, attitude toward risk, and your family dynamics. By gaining insight into these important areas, we are better able to provide you with a highly customized strategy that pursues your goals and helps you reach them.

Our services include estate planning, retirement and distribution planning, executive benefits, business succession planning, college planning, and charitable gifting strategies. The products we offer often support the plans we create. These include exchange-traded funds, stocks, bonds, mutual funds, real estate investment trusts, life and long-term care insurance and more.

Dedicated to helping our clients pursue financial security and multi-generational family planning, we work closely with each client on their wealth management plan, keeping an eye toward strategic and tactical solutions over time, while focusing on managing both risk and return.

To find out more about our team and the services we offer, give our office a call to schedule your initial consultation.