Broker Check

Company Name - City, State

  • 540 Ritchie Highway
    Suite 300
    Severna Park, MD 21146
  • (410) 518-6823
Victor Simon, RFC®, ChFC®, AIF®, CWS®

Victor Simon, RFC®, ChFC®, AIF®, CWS®

Wealth Counsel & Strategist


Creating and protecting wealth is hard work, takes courage and sacrifice to accomplish goals, endure the risks, requires passion and a level of faith to succeed. For over 31 years as founder, Vic has creatively driven the evolution of LifeTime WealthCare Family Office and team. Energized with a passionate vision to provide fiduciary thought leadership and serve the financial strategy and planning needs of individual families and businesses. LifeTime WealthCare is a boutique Family Office providing comprehensive concierge investment and planning services to a limited number of families on a multi-generational level. Helping families with emerging wealth live secure, abundant and successful lives is the fulfillment of Victor’s life mission and the firm’s team focus. 

While attending and after graduating from Slippery Rock State University in western PA with a Bachelor of Science degree in 1978, Vic managed and owned various businesses ventures. He began his financial services career in the mid 1980’s, prior to forming the vision for what would become LifeTime WealthCare Family Office.

Victor writes and speaks professionally on financial topics as an advisor, strategist and financial educator for businesses, associations and individuals as well as in a volunteer capacity in his community.  

Victor holds Life, Health, Disability, Variable and Fixed insurance licenses in various states. He also holds series 6,22,62 and 24 FINRA licenses as well as series 63 and 65 under the SEC. In service to firm clients, Victor completes extensive mandatory and significant voluntary continuing education requirements to maintain these licenses annually. He also completes the additional rigorous continuing education requirements to maintain the following professionally recognized credentials to serve and advocate for his client’s financial security and well being:

Registered Financial Consultant®, from the International Association of Registered of Financial Consultants

Chartered Financial Consultant®, from The American College

Accredited Investment Fiduciary®, from The Center for Fiduciary Studies-FI360

Certified Wealth Strategist® from The Cannon Institute.


Vic enjoys an active life with his bride Kathy, and high school aged sons Hunter and Jeremy, on the Chesapeake Bay and Magothy River in Severna Park, Md. His daughter Erin and her family, Jason and granddaughters Teagan and Kiera, now also live close by in Virginia. The family enjoys outback hiking, boating, water sports, snow skiing, hunting, shooting and traveling together. Victor and Kathy are active members of Woods Presbyterian Church, mentoring their children in faith.