Lifelong Wealth Strategies is a fee-only Registered Investment Advisor in White Plains, NY
Founded by Angelo Gallo, Lifelong Wealth Strategies, LLC offers individually managed accounts to clients. These are common brokerage accounts owned by and completely accessible to the client at any time. This arrangement enables clients to have complete transparency and direct-control over their account. The individual account approach directly contrasts the hedge-fund arrangement whereby assets of all clients are comingled together. Our services are offered to individuals and ERISA Pension Plans.
The period 2000-2013 has proven to be one of the most challenging in history for investors, and even more so for those employing the common Wall Street methods previously mentioned. On the other hand, the 1980s and 1990s were much easier periods to invest and allowed for the hope that through the passage of time investments would increase in value. However, times have changed and hope is not a strategy. The world is moving faster than ever before. Today, it is critical to have a flexible mindset and a strategy dynamic enough to know when it’s time to grow wealth and when it’s time to protect it.
If you would like to have a conversation to discuss your circumstances and how our process could work for you please call us at (914) 761-3237. Or click here.