Lifetime Wealth Management P.C.

Scott Mckee is a financial advisor at Lifetime Wealth Management P.C. in Alpharetta, GA, holding a Series 65 designation with five years of industry experience. He has been with Lifetime Wealth Management since 2020 and is also the managing member and owner of Ell, LLC dba Sidecar Group, where he advises leaders in healthcare organizations on growth and development strategies. Additionally, he serves as vice president and owner of Recurrit, LLC dba Tempus, a software development company focused on time request and billing solutions. Lifetime Wealth Management P.C. provides personalized financial planning and investment management services to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm employs a core-and-satellite investment approach combining passive and active strategies and offers discretionary and non-discretionary portfolio management along with specialized planning and consulting services.

Jason Gould is a CFA® charterholder with seven years of industry experience. He has worked at Lifetime Wealth Management P.C. since 2018 and previously held roles at Gould Capital and Traditum Group. He is based in Rockwall, TX. Lifetime Wealth Management P.C. provides financial planning and investment management services to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm uses a core-and-satellite investment approach combining passive and active strategies, offers discretionary and non-discretionary portfolio management, and supports performance-fee arrangements for eligible accounts.

Sylvia Mc Crackin is a financial advisor at Lifetime Wealth Management P.C. with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years. Mc Crackin is active in her community, serving as a board member and secretary of the Rockwall Rotary and participating in local business and women's organizations. Lifetime Wealth Management P.C. provides personalized financial planning and investment management to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm employs a core-and-satellite investment approach, offers discretionary and non-discretionary portfolio management, and is among a few team firms accepting performance-based fees.

Jason Potts is a financial advisor at Lifetime Wealth Management P.C. with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been involved with multiple related entities, including Lifetime Tax Advisors, Inc. and Lifetime Insurance Services, Inc., both since 2008. He is also the sole managing member of several non-investment related businesses. Lifetime Wealth Management P.C. provides financial planning and investment management services to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm employs a core-and-satellite investment approach, offers discretionary and non-discretionary portfolio management, and is among a small number of firms accepting performance-based fees.

Zachary Taylor is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial industry. He currently works at Lifetime Wealth Management P.C. and has prior experience at Connemara Group, Todd County Public Schools, and SLAM Miami. Lifetime Wealth Management P.C. provides personalized financial planning and investment management to individuals, high-net-worth clients, estates, small businesses, and charitable organizations. The firm uses a core-and-satellite investment approach, combining passive index and ETF exposure with actively managed strategies and individual equities, and offers discretionary and non-discretionary portfolio management along with specialized services such as Puerto Rico Act 60 consulting.