Lifetime Wealth Advisors

Lifetime Wealth Advisors is a wealth management firm in Hudson, Wisconsin. The firm provides retirement planning, wealth and investment management, tax strategy, legacy planning, and insurance and protection planning. Serving clients in the Twin Cities and nationwide, they specialize in helping retirees, mid-career professionals, families, and business owners create personalized retirement roadmaps to achieve financial security.

The firm utilizes The Lifetime Map™ Planning Process, which serves as a visual guide to a client's financial picture by layering milestones such as pensions, taxes, and future goals into a single panorama. Founded in 2015 by Brad Palmersheim, the team includes professionals such as Harrison Falteisek, who brings global business insight and CFP® rigor. Their approach involves a four-step method: listening to goals, gathering and measuring financial data, mapping a written strategy covering income and risk, and guiding the ongoing implementation and monitoring of the plan.

Located on Maxwell Drive, the office is approximately 0.1 miles from the University of Wisconsin-River Falls Hudson Center and near Carmichael Road. The business is a short drive from Weitkamp Park and is situated about 0.5 miles from Hudson Hospital & Clinic.

Lifetime Wealth Advisors is recognized for its commitment to helping clients navigate financial uncertainty with confidence. The firm is known for its ability to translate complex market fluctuations into stability and for providing evidence-based strategies that replace uncertainty with actionable next steps.

Through dedicated planning and personalized strategies, Lifetime Wealth Advisors helps individuals and families in Hudson secure their financial futures.