Limmer Wealth Management is pleased to announce:
is now
After a successful yearlong strategic partnership, my firm is rebranding
as LifeTime Asset Management.
Over 20 years ago, I founded Limmer Wealth Management with the mission of helping people become financially informed, confident and successful.
Today, I am proud to announce a change that will afford Jonathan and me more time for you, our clients.
As you know, I formed a strategic partnership with LifeTime Asset Management earlier last year. They are a likeminded, fellow Commonwealth firm just one state up in North Carolina.
The strategic partnership with LifeTime puts a bigger team behind you, including folks who specialize in tax planning, investments, financial planning, retirement planning, and more.
Beginning this month, Limmer Wealth Management will officially rebrand as LifeTime Asset Management—but our mission remains the same. And through this rebranding, we’ll have access to additional resources, affording Jonathan and me more time for client conversations and client support.
Please do not hesitate to reach out to me if you have questions. The phone number is the same as always; you can reach us at (678) 541-0866.
In due time, as you see our brand materials change, I hope you smile, knowing that the team you trust for financial planning has grown even stronger, with serving you at the top of mind.
Thank you, as always, for the wonderful opportunity to work with you.
All the best to you and yours,
Mark S. Limmer
CFP®, ChFC®, CLU®, MBA
Founder of Limmer Wealth Management
Wealth Consultant with LifeTime Asset Management
Thank you for being our client! We look forward to continuing to serve you as LifeTime Asset Management. Please reach out to our office at (678) 541-0866 if you have any questions.
Getting to know LifeTime
LifeTime Asset Management is a likeminded, fellow Commonwealth firm, located just one state up in North Carolina. LifeTime was founded in 1995.
Founder Guy Swain, CFP(®), CLU, ChFC, has worked with some of LifeTime’s clients for over 30 years, illustrating the firm’s focus on building long-term partnerships that are mutually beneficial and that provide “Financial Solutions for Life.”
As the firm has grown and advisors and support staff have joined to team, the focus on long-term relationships with clients has strengthened.
Through this strategic partnership with Limmer Wealth Management, the LifeTime team will grow to a staff of 20: that includes seven Certified Financial Planner (CFP®) Wealth Consultants, a Chartered Financial Analyst, and four Certified Public Accountant (CPA) professionals.
Learn More:
We welcome you to explore the LifeTime Asset Management website, or consider following our growing firm on Facebook:
