Why us? Why Now? Full cycle Investing.

Welcome to

Lifelong Wealth Strategies!

Lifelong Wealth Strategies is a fee-only Registered Investment Advisor in Westchester County, NY

Latest from the Blog

2023-01-20 Market Quick Take

Google announced 12,000 layoffs today.  Investors seem to think that's a reason to buy the stock.  The reality is that economic growth and inflation are now decelerating at a faster rate (Rate of Change).  Under these conditions, you don't buy stocks.

2022 Economic Update

The year 2021 was mostly a Quad 2 year.  For those of you unfamiliar with our terminology, that’s when Growth and Inflation are both accelerating.  The economy does well under these conditions and stocks love it.  So that’s why 2021 was a good year for almost all...

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.

Contact Us

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 use the Contact form.

Lifelong Wealth Strategies, LLC
Westchester County, NY
(914) 761-3237

  • Please let us know what questions you may have. We are happy to discuss them with you. We treat your name and email address with the strictest confidence. You can also opt out at any time.
  • This field is for validation purposes and should be left unchanged.