Financial ServicesFinancial Services - Investments & Planning
Lifetime Wealth Management, P.C. (est. 2007, Rockwall) is more than just a Registered Investment Advisory firm. Our wealth management team is made up of a group of highly skilled fiduciary financial advisors which means we have a legal and sworn obligation to act in your best interest. That starts with us listening to you and understanding your goals. The framework for your financial legacy starts with building a relationship of trust, transparency, and honesty. Jennifer Ziesk has served clients with integrity, honesty, and reliability for more than 16 years in Rockwall and throughout the United States.
At Lifetime Wealth Management, P.C., we understand the many complexities involved in managing the wealth of high net worth individuals. That's why everything we do serves the purpose of simplifying your financial life, while balancing growth with risk management. We have one singular objective: to provide superior financial advice that fosters lasting relationships with our clients.
We specialize in successful families and multi-generational wealth strategies, entrepreneurs, business leaders, and sports professionals.
Our knowledge is your peace of mind.