Bruce Moskowitz Joins LifeTime Asset&Tax Management and Leads Expansion into Wilmington
ncarol.com/10274374

WILMINGTON, N.C. - ncarol.com -- Bruce Moskowitz, a long-time resident and business owner in Wilmington, North Carolina, has merged his wealth management practice with LifeTime Asset & Tax Management, an award-winning wealth management and tax planning firm with offices in Raleigh and Suwanee, GA.

Moskowitz has been a Financial Advisor in Wilmington for over 30 years and a business owner since 2010. His passion for investing began as a business major at the University of Georgia. After graduating college, he followed his passion, returning to his hometown in Wilmington where he worked as a Financial Advisor and later proudly built a thriving wealth management business. Moskowitz brings his sizeable practice to LifeTime as a Wealth Consultant and Managing Partner. His support staff, including Lori Williams, Jessica Sjolander, and Julia McCracken, transitioned with Moskowitz to establish LifeTime's new Wilmington office.

For several years, Moskowitz and Matt Glova, CFP® and CEO of LifeTime, discussed a partnership as they recognized their shared goals and approach to financial planning. Both are committed to helping clients pursue their financial goals through comprehensive wealth management, reducing financial anxiety, providing proactive future planning, and ultimately allowing clients to retire with confidence.

More on ncarol.com

• DONGSHENG Titanium Recycling: Promoting a Closed-Loop Cycle for High-End Titanium Materials
• Crawler Record for WordPress Version 1.0
• French Camp Academy Releases New Video Inviting Individuals to Consider a Life of Service
• Piedmont Crossing Celebrates 40 Years of Caring, Community, and Connection
• LET US READ Documentary on Dyslexia and Literacy to Screen at TCL Chinese 6 in Hollywood

"I'm pleased to partner with LifeTime in this executive leadership role. This partnership allows me to bring my clients greater support as the business continues to grow, as well as experience in more specialized areas of the industry," said Moskowitz. "LifeTime's integration of asset management with tax planning is a unique offering and will be a valuable addition for our clients in Wilmington."

Moskowitz and Glova, as part of LifeTime, look forward to many years of successful partnership.

About LifeTime Asset & Tax Management

LifeTime Asset & Tax Management has been providing individuals and organizations with financial guidance since 1996. The firm helps clients by simplifying wealth management and investment complexities, aggregating every aspect of their finances, and clarifying their goals and choices. LifeTime employs 14 financial professionals, including 11 CFP®s and 3 CPAs with more than 90 years of combined experience in the financial industry. A tax department was added to the firm in 2020. The tax team provides tax return preparation and bookkeeping services. Together, LifeTime's asset and tax management teams work to provide comprehensive tax and financial services. Learn more at www.lifetimeasset.com.

More on ncarol.com

• ChatGPT Leans Mostly on Firms' Own Websites to Decide Which Environmental Consultant to Recommend
• What Does "Human Error" Sound Like North of Asheville? KayeDinero Brings New Era to Weaverville
• Before Asheville, There Was Cherokee: KayeDinero Reveals Where Her Carolina Chapter Really Began
• Profit at the Window: Free Webinar Helps Interior Designers Turn Window Treatments Into Revenue
• Defense & Space Strategy Strengthens as New Leadership Builds on NASA Results and Expanding Multi-Orbit Opportunities for Ascent Solar Technologies

###

LifeTime Asset & Tax Management
Raleigh Headquarters: 801 Corporate Center Drive, Suite 110, Raleigh NC 27607
Suwanee, GA Location: 3457 Lawrenceville-Suwanee Road, Suite B, Suwanee GA 30024
Wilmington, NC Location: 2715 Ashton Drive, Suite 102, Wilmington, NC 28412

919-845-5315  |  info@lifetimeasset.com  |  www.lifetimeasset.com

Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.