Bruce Moskowitz, a longtime resident and business owner in Wilmington, has merged his wealth management practice with LifeTime Asset & Tax Management, a wealth management and tax planning firm with offices in Raleigh and Suwanee, Georgia.

According to a news release, Moskowitz has been a financial advisor in Wilmington for over 30 years and a business owner since 2010.

"His passion for investing began as a business major at the University of Georgia. After graduating college, he followed his passion, returning to his hometown in Wilmington where he worked as a financial advisor and later proudly built a thriving wealth management business," the release stated.

Moskowitz brings his practice to LifeTime as a wealth consultant and managing partner.

​“I’m pleased to partner with LifeTime in this executive leadership role. This partnership allows me to bring my clients greater support as the business continues to grow, as well as experience in more specialized areas of the industry,” said Moskowitz in the release. “LifeTime’s integration of asset management with tax planning is a unique offering and will be a valuable addition for our clients in Wilmington.” 

Moskowitz' support staff, including Lori Williams, Jessica Sjolander and Julia McCracken, transitioned with him to establish LifeTime’s new Wilmington office, according to the release.

“The addition of a LifeTime office in Wilmington makes perfect sense,” said Matt Glova, CEO of LifeTime, in the release. “I have known Bruce for many years. His experience and dedication to his clients align with LifeTime’s philosophy. We’re excited to partner with Bruce and his team to expand our services to the Wilmington area.”