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

• North Carolina Author Carrie Sybert Celebrates Three Published Books
• Access Control Security Shares 5 Ways Retailers Can Prevent Holiday Theft
• Extreme Lead Program Highlights $27 Real Human Traffic Test for Affiliate and Network Marketers
• One of Professional Pickleball's Top Stars is Coming to Brevard for Thanksgiving Week
• Longevity Academy Features Gail Humble, MD of KLOTHO SKIN in the Longevity Leaders Project

"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

• Datavalet Named One of Quebec's Best Workplaces™ for 2026
• Phinge Corporation Engages Sheridan Ross PC for Certain Intellectual Property Matters
• Alan Hamilton of Shiver Hamilton Campbell Inducted as a Fellow of the American College of Trial Lawyers
• Slotozilla Hosts Exclusive Halloween Casino Bonuses for 2026
• "BROOKLYN, BROOKLYN, BROOKLYN" children's book and official YouTube channel launch on October 27th

###

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.