What Makes Us Unique
Approachable • Transparent • Knowledgeable
- We are independent: Which means having access to a wide range of tools and solutions
- We take a comprehensive approach: Have a customized plan with all of your needs and goals addressed
- We specialize in Lifestyle Protection, Wealth Management, Retirement Income and Tax Planning

Meet The Team
Adam Goodman
Wealth Optimization & Protection Strategist
- Wealth Management Certified Professional®
- Retirement Income Certified Professional®
- Life & Annuity Certified Professional®
Adam Goodman is a strategic wealth advisor in Summerlin, Las Vegas, and the founder of Goodman Lifetime Wealth Strategies. He entered the Financial Services industry in 2010 after two decades of personal experience in analytical and risk reward decision making capacities. He holds a Bachelor’s of Science degree in Business with a concentration in Finance from University Of Pacific.

Kathleen Chuter
Client Services
Kathleen has over 30 years’ experience in client support within the financial services industry. She brings an attention to detail and aim to please attitude in all her interactions!

Brookstone Capital Management (BCM)
BCM is our investment management partner and through this relationship we are often able to provide clients with access to unique investment strategies they don’t have access to otherwise, as well as BCM model portfolios created and managed by the BCM investment committee. BCM is a Registered Investment Advisor and as of Dec 31st 2019 has discretionary assets under management of $2.95 billion. BCM also provides compliance and regulatory oversight as well as account level support for our investment management clients.

Industry Consultants
We have a wide range of solution providers we engage with on an as needed basis to benefit our clients. These groups and individuals keep us abreast as to industry best practices, product offerings and comparative resources. These resources in addition to Adam Goodman’s personal commitment level is how we are able to provide the wide range of attractive solutions.