Integrity, Innovation, and Investing in You.

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Welcome to Lifetime Wealth Management

We’re proud to announce the merger of Lumsden & McCormick Financial Services, LLC and Lifetime Wealth Management Group, Inc., now united as Lifetime Wealth Management, an affiliate of Lumsden McCormick. Our combined expertise means you’ll enjoy the same dedicated support you expect, now strengthened by a broader team and expanded resources.

Our Commitment to You

We’re here to be partners in your financial journey. Our experienced team works closely with you to build lasting security and a legacy for generations, always putting your goals and family first.

What We Offer

Personalized Financial Planning

Strategies tailored to your unique goals

Investment Management

Guidance to help you navigate today’s markets with confidence

Retirement Planning

Comprehensive plans to secure your future

Estate Planning

Solutions to preserve and transfer your wealth efficiently

Tax Planning

Approaches to minimize liabilities and maximize savings

A Team You Can Trust

Meet the experienced professionals guiding Lifetime Wealth Management, each dedicated to your financial success and well-being.

Robert Ervolina, J.D., CWS®

Senior Wealth Manager

rervolina@LifetimeLumsden.com

Nicholas Beckman

Senior Financial Advisor

nbeckman@LifetimeLumsden.com

Jeff Budzinski, CFS®

Senior Financial Advisor

jbudzinski@LifetimeLumsden.com

Austin Robare, CPFA

Senior Financial Advisor

arobare@LifetimeLumsden.com

Where to Find Us

We’re here to serve you at two convenient locations:

Downtown Buffalo
369 Franklin Street
Buffalo, NY 14202

Cheektowaga
2562 Walden Avenue, Suite 101
Cheektowaga, NY 14225

We look forward to welcoming you!

716-651-0325