What departments does LifeTime Asset & Tax Management have?

LifeTime Asset & Tax Management has employees across 4 departments including Accounting, Customer Success, Marketing, Consultant.

What is the largest department at LifeTime Asset & Tax Management?

The largest department at LifeTime Asset & Tax Management is Accounting with 2 employees.

Where are LifeTime Asset & Tax Management employees located globally?

LifeTime Asset & Tax Management has employees across 3 continents and 3 countries including United States Of America, New Zealand, Brazil.

How has LifeTime Asset & Tax Management's team size changed over time?

LifeTime Asset & Tax Management's team has decreased from approximately 23 to 21 employees based on available data.

LifeTime Asset & Tax Management Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

LifeTime Asset & Tax Management is a financial services firm based in Raleigh, North Carolina, offering a dual focus on investment and wealth management as well as tax services. The company emphasizes long-term client relationships, assisting individuals and business clients in planning for retirement and reducing tax liability through proactive strategies. Its services encompass investment and wealth management through LifeTime Asset Management, alongside tax planning, tax services, and related business and QuickBooks support via LifeTime Tax Management.

Operating in a regulated advisory space, the firm notes that securities and advisory services are provided through Commonwealth Financial Network, with fixed insurance products available through CES Insurance Agency. The organization positions itself to serve clients in multiple states and underscores a separation between its tax services and Commonwealth’s offerings. Recent developments include recognition in regional business lists and participation in community events, reflecting ongoing engagement and growth within its market.

LifeTime Asset & Tax Management Global Highlights

North America
40

United States Of America
40

South America
4

Brazil
4

Oceania
2

New Zealand
2

LifeTime Asset & Tax Management's Leadership

L. G.
Chief Planning Officer
Mobile Phone
Email
M. G.
Tax Director
Mobile Phone
Email
P. M.
Director Retirement Consulting Services
Mobile Phone
Email
J. C.
Client Services Manager
Mobile Phone
Email
X. J.
Tax Manager
Mobile Phone
Email
T. H.
Marketing Associate
Mobile Phone
Email
T. H.
Marketing Associate
Mobile Phone
Email
W. M.
Wealth Consultant
Mobile Phone
Email

LifeTime Asset & Tax Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Community & Social Services
Administrative
Analytics
Other

Contact profiles from LifeTime Asset & Tax Management

Name

Title

Contact

Location

Last Update

L. G.
Chief Planning Officer
Mobile Phone
Email
Jun 26, 2026
M. G.
Tax Director
Mobile Phone
Email
May 30, 2026
P. M.
Director Retirement Consulting Services
Mobile Phone
Email
Oct 18, 2024
J. C.
Client Services Manager
Mobile Phone
Email
Oct 18, 2024
X. J.
Tax Manager
Mobile Phone
Email
Oct 21, 2024
T. H.
Marketing Associate
Mobile Phone
Email
Jun 26, 2026
T. H.
Marketing Associate
Mobile Phone
Email
Jul 18, 2025
W. M.
Wealth Consultant
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is LifeTime Asset & Tax Management known for?

LifeTime Asset & Tax Management was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-919-845-****

. Explore LifeTime Asset & Tax Management's company overview page for more information.

What is LifeTime Asset & Tax Management's most common email format?

LifeTime Asset & Tax Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more LifeTime Asset & Tax Management email formats with LeadIQ.

How many employees does LifeTime Asset & Tax Management have currently?

LifeTime Asset & Tax Management has approximately 23 employees as of August 2026. These team members are located across 3 continents, including North AmericaSouth AmericaOceania.

Who are LifeTime Asset & Tax Management's key employees and leadership?

As of August 2026, LifeTime Asset & Tax Management's key employees include:

Chief Planning Officer: L. G.
Tax Director: M. G.
Director Retirement Consulting Services: P. M.
Client Services Manager: J. C.
Tax Manager: X. J.

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LifeTime Asset & Tax Management Employee Directory

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