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Advice for Your Lifetime

and Beyond

We focus on what and who is most important to you.

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Building your

Balance of Knowledge, 

Empowerment and Happiness

Comprehensive strategies to build your balance.

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Doing Well

by Doing Good

Sustainable, Responsible, & Impact Investing manages risk while aligning your investments to your values.

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Knowledge and Empowerment

We empower you

with the knowledge to make informed decisions.

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Why Work With Us?

We are passionate and dedicated 

to understanding your unique needs, 

empowering you with knowledge and resources,

and partnering with you in appropriate financial decisions

to build strategies which help provide income for your lifetime, and

help preserve and protect your wealth for those important to you beyond.

 

Our Team Approach

Our experienced team of professionals is committed to providing the highest level of service and building long-term relationships. We believe a team with diverse expertise is essential since your needs and financial markets are too complex for any one advisor.

 

Meet our Team

 

 

Comprehensive Planning

We take planning to the next level. Our process of personalized financial planning is designed to help you see your current financial picture, build strategies to realize your vision of the future, and focus on what matters most to you and those important to you.

 

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Service Commitment

At Lifetime Wealth Strategies, we work for you, not Wall Street. We provide objective advice focused on what matters most to you and those important to you. We design your strategies to balance building your lifetime wealth with managing and insuring against risks as you view them.

 

Our Service Commitment

 

CONTACT US

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Meet Your LIFETIME WEALTH STRATEGIES Team

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Passion and commitment to healthy families. Community involvement.  Customer-centered, objective advice. These are the...

Evan Thurmond

Founding Partner, Director of Portfolio Management

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Some of the most important lessons I have learned in life started at an early age and have guided me throughout my career. 

...

Scott Sells, RICP®

Founding Partner, Managing Director

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"It's time to start living the life you've imagined." - Henry James

Life is short and I want the...

Adam Coop, CFP®, CLTC™

Founding Partner, Director of Financial Planning & Insurance

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A mentor of mine once said, "The only true measure of success is the effect one has on the life of another". 

...

Jeremy Sickles, CFP®, BFA™

Wealth Advisor

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I want to learn about your triumphs and struggles as well as your goals and dreams.

Developing relationships is what I...

Judy Morrison, MBA

Financial Advisor

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I am blessed to be part of a team that is focused on addressing client needs.

My path toward finance was sealed after reading ...

Lori Edge

Operations Manager

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Building trust in long-lasting relationships is an amazing and fulfilling experience. I continue to educate myself every day so...

Ann Marie Gary

Client Services Associate

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Working with people to solve – and prevent – issues is my passion. 

At...

Sarah Strange

Client Services Associate

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Insights

Stay up to date with our latest financial news.

Weekly Market Commentary March 1, 2021

Submitted by Lifetime Wealth Strategies on March 2nd, 2021

Students of financial markets may have noted a historically unusual event last week.

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Weekly Market Commentary February 22, 2021

Submitted by Lifetime Wealth Strategies on February 26th, 2021

It’s a contrarian’s dream come true.

Contrarian investors like to buck the trend. They buy when other investors are selling and sell when others are buying.

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Weekly Market Commentary February 16, 2021

Submitted by Lifetime Wealth Strategies on February 22nd, 2021

Way back, when radio disk jockeys played 45-rpm vinyl singles, the A-side of a disk was the song the record company was promoting and the other side – the flip side – held a song that sometimes had an equal or greater impact. For instance, the flip side of Queen’s We Are the Champions was We Will Rock You.

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  • 9700 Bunsen Parkway, Louisville , Kentucky 40299 United States
  • Phone: (502) 267-5433
  • Email: Info@ContactLWS.com

Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), Member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Lifetime Wealth Strategies are not affiliated. The IFP registered representatives associated with this site may only discuss and/or transact securities with the residents of the following states: CA, CO, FL, GA, IA, IL, IN, KS, KY, MD, NC, OH, OK, PA, SC, TN, TX, UT, VA, WA, WV.  

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