Lifetime Wealth Management, P.C.

Specialties

Business consulting

Investment Management — Discretionary

Investment Management — Non Discretionary

Investment Consulting

Financial Planning & Development

Estate Planning

Retirement Planning

Charitable Giving Planning Cash Flow Planning

Education Planning

Life Planning

Legacy Planning

Major Purchase Consulting

Employee Benefits Consulting

Executive Benefits Consulting

Business Succession Planning

Tax Planning

Meet the Business Owner

Jason P.

Business Owner

Jason A. Potts currently works as a financial advisor and consultant to high net worth families and directs the operations of Lifetime Wealth Management, P.C., Lifetime Tax Advisors, Inc, and Lifetime Insurance Services, Inc. Jason is responsible for the day to day management of his employees and his clients’ portfolios as well as running a solid business platform for all three entities.

Prior to the formation of Lifetime Wealth Management, P.C., Jason worked as a Financial Advisor and Investment Representative for a private bank as well as a national brokerage firm. His role was asset allocation of his clients’ portfolios, consulting those very clients in business matters as well as oversight of all business operations.

Jason has been in the financial services arena for more than ten years and has significant entrepreneurial experience. His skill set is efficient in the areas of portfolio management, relationship management, investment management, personnel management and above all