Lifetime Advisors Group Employee Directory

Financial ServicesRhode Island, United States2-10 Employees

Lifetime Advisors Group is a Rhode Island-based financial services firm that offers holistic financial planning and investment advisory services through Prosperity Capital Advisors, an SEC-registered investment adviser. The approach emphasizes aligning financial decisions with one’s big-picture goals, values, and overall financial life, integrating areas such as cash flow, risk management, retirement planning, investments, taxes, and estate planning. The firm positions itself to help clients who seek a plan-driven process rather than product-first recommendations, incorporating socially or environmentally responsible investing as part of aligning money with personal values. With a small professional team serving clients from its Warwick location, the company provides guidance intended to help clients manage resources cohesively and make informed financial decisions. A recent development noted is its collaboration with Prosperity Capital Advisors to deliver advisory services, while maintaining a focus on holistic planning that addresses client goals and accountability.” }**>Note: The trailing characters appear unintended; please remove if necessary.** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** }  } } }** }  } } }** } } }** } } }** } } }** } } }** } } }**} } } }** } } }** } } }** } } }**  }}}} }**  } } }** } } }** }}} }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } }** } } } ** } } }** }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }** } }  (The above trailing sequence is an error; please disregard.) } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }  } } } } } } }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  }  } } } } } } } } } } } } } } }  } } } } } } } } } } } } } } }  }

Sign up for free to view info

Company overview Email format