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Lifetime Wealth Design LLC
Life Time Wealth specializes in tax-efficient wealth management for high-net-worth individuals and business owners. They use a unique 11-measurement approach...
Overview
Life Time Wealth specializes in tax-efficient wealth management for high-net-worth individuals and business owners. They use a unique 11-measurement approach so financial decisions align with long-term goals, providing clarity, security, and growth. The firm focuses on smart tax planning, wealth preservation, and personalized strategies for high-income earners, business owners, and investors.
General information
Firm type
Multi Family Office
Location
City
Louisville, KY
Principals
Kevin Roberts
CFP®, CPA, founder
Sector focus
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