Private Wealth Blog

Download the full first quarter 2020 letter to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.

Live Oak Private Wealth is pleased to announced the acquisition of Rocky Mount-based Jolley Asset Management.

We’ve all heard that “the only constant is change,” and we want to shed light on some significant changes to retirement savings legislation called the SECURE Act.

As an essential element of your overall wealth management and financial strategy, estate planning ensures that you have a plan in place to distribute your home, assets and possessions.

As we start a new decade, I thought it would be beneficial to start a blog highlighting some of the topics we talk about at Live Oak Private Wealth.

Download the final letter of 2019 to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.

Download the full third quarter 2019 letter to learn more about Live Oak Private Wealth’s portfolio activity, performance characteristics and comments from the team.

Live Oak Private Wealth, a company dedicated to providing high-net-worth individuals and families with the wealth and investment management strategies they need to pursue their financial goals, has launched trust and estate planning services for its clients.