Why us? Why Now? Full cycle Investing.

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Lifelong Wealth Strategies!

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

Latest from the Blog

The Carpenter

An elderly carpenter was ready to retire. He told his employer contractor of his plans to leave the home building business and live a more leisurely life with his wife and extended family. He would miss his paycheck, but he needed to retire. They could get by. The...


By now, I’m sure you have noticed how the cost of almost everything is rising:  housing, food, rent, energy, lumber, gasoline, copper, meat, insurance, corn…even burlap and tallow...almost everything is rising.  You may also be wondering how all of this...

Risk Management

It’s the end of the first quarter so I want to provide you with an economic and portfolio update.  We have been tracking Quad 2 (see chart above) since the fourth quarter of 2020.  Quad 2 is when growth and inflation are accelerating.   In this economic regime we want...

The Big Picture (Year to Date)

If you have retirement savings, then you better have a risk management process for not losing it. Anyone who has a portion of their money invested in an international stock mutual fund with exposure to countries such as China, Germany, South Korea, Italy, Brazil,...

What’s Next?

What’s Next?   It's official. We're now 107 months into this economic expansion without a recession since 2009. It's the second-longest ever. What next? The US economy has had seven straight quarters of rising economic growth.  As we look forward into the...

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

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