Lifetime Wealth Management, LLC

Lifetime Wealth Management is a registered investment advisor based in Rochester, Minnesota, offering personalized financial planning and investment management services. Lifetime Wealth Management provides both comprehensive and modular financial planning, helping clients map out retirement, tax strategies, estate planning, and risk management. For investment management, Lifetime Wealth Management builds tailored portfolios using stocks, bonds, mutual funds, and exchange-traded funds, operating on either a discretionary basis (where the team makes trades on your behalf) or a non-discretionary basis (where you approve trades first). The firm emphasizes value-oriented investing, asset allocation, and diversification, tailoring strategies to each client's individual goals, risk tolerance, and time horizon. Lifetime Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities.