Designed For The Journey
Travel shapes perspective. Experience fuels creativity.
Live Oak Private Wealth helps clients design a financial life that supports the moments that matter – today and for generations to come. Thoughtful planning. Experienced guidance. A relationship built to last.
Financial security sure does feel good
At Live Oak Private Wealth, we believe that you deserve experienced guidance—which is why we’ve designed a wealth management experience that is focused on your financial goals.
Live Oak Private Wealth Services
Trust and Estate Planning
Are all of your accounts properly titled? Are your estate documents up to date with current tax laws? These small details can have significant impacts on multiple generations of your family. Daniel Hughes, Live Oak Private Wealth’s Certified Trust and Financial Advisor (CTFA), will ensure all your assets are correctly titled, living wills and power of attorneys are in place and that all of your existing estate documents are in line with your family’s wishes.
Retirement planning
Retirement looks different for everyone, and we want your retirement to be all about the things you love most—whether that’s travel, philanthropy or supporting your family members. Our team will help you navigate the complexities of proper budgeting, timing, social security, pension and more.
Cash flow management
Can you imagine feeling entirely in the know and in control of your spending, savings, debts, investments and gifting allowance at any given time? We want you to have that peace of mind. By having the proper comprehensive financial planning in place and having all of your accounts accessible with a single sign-on, you’ll be one step closer to enjoying the satisfaction of financial security.
Charitable giving
Giving back may be on your to-do list, but it’s essential to maximize your charitable intentions. The experts at Live Oak Private Wealth know the ins and outs of recent tax laws to properly advise you on charitable giving so that you can focus on what philanthropic efforts are the most important to you and your family.
Let’s Go On A Journey Together
The planning meeting with you and your family will go far beyond simply giving you a two-page questionnaire and then plugging you into a product. You can expect an engaging planning session so that we can create a custom investment plan based on your goals.
- Thoughtful investing, not just low risk
- A goals-based investment approach
- Competitive fees
- A team you can contact at any time