Lifetime Wealth Management

Our mission is to maximize the financial health and well-being of every individual, family, & business that entrusts us with their financial needs. Our approach is holistic in nature. Together, we develop custom investment plans and portfolios, tailored to our client's individualized goals, risk tolerance levels, and timelines. We've found that many people have portfolios that are a collection of unrelated products and services with no common synergy or strategy behind it. At Lifetime Wealth Management, we bring these all together in a customized, cohesive, and comprehensive plan which inspires confidence and peace of mind. Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor doing business as Lifetime Wealth Management, 44084 Riverside Pkwy Suite 120 Leesburg, VA 20176, phone (703)-728-9387. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit Financial, LLC are not affiliated companies. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit Financial LLC. Neither the Advisor or Summit Financial LLC are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit Financial, LLC, or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.