Lifetime Wealth Planning and Management, LLC (LWPM) is a fee-only financial planning and SEC Registered Investment Advisory firm. Fee-only means that we do not accept any remuneration other than the fees we charge to our clients for the services we provide. We do not sell financial products, nor do we receive any commissions or referral fees. At LWPM our focus is on our clients. We are Fee-Only, NAPFA registered financial advisors that have a fiduciary duty to always act in the best interest of our clients. LWPM is located in historic Old Town Alexandria, Virginia adjacent to Founder's park and the Potomac River.

Our comprehensive approach to wealth management includes financial planning, investment management and ongoing financial advisory services. Lifetime Wealth advisors believe that it is crucial for us to get to know our clients as individuals with unique circumstances, value sets and goals. As a result, our portfolio management philosophy is centered upon the belief that the best investment decisions are not achieved by answering questionnaires, but by a thorough understanding of their circumstances, resources, and past experiences. In this manner, we are able to look at the big picture. Only then can we design an intelligent investment strategy to address their ultimate goals while incorporating cash flow needs and addressing their tax situation.

At Lifetime Wealth, we specialize in working with clients that are undergoing a transition in their lives, including retirement, loss of a spouse or dealing with an inheritance. As a Lifetime Wealth client, you will be working with your own team of seasoned advisors who take the time to understand where you are in a life transition and help you make a smooth financial landing on the other side.