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nearing an exit.

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For retirees planning the next chapter.

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For executives
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OUR PHILOSOPHY

Optimize all 5 capitals for comprehensive wealth management.

True wealth encompasses more than just financial assets, recognizing the importance of five key capitals: Financial, Physical, Intellectual, Relational, and Spiritual.

We firmly believe:

  1. We all have wealth and resources beyond money.
  2. A sound plan is one that acknowledges your wealth beyond your balance sheet.
  3. There are five kinds of capital we all have in our lives.
  4. Planning means weighing all five when preparing for your future.

By considering all five capitals, our approach aims to help you develop a balanced, resilient plan that supports every aspect of your life. At LiveWell Capital, we are dedicated to helping you achieve a comprehensive and fulfilling sense of wealth.

Our client experience.

Ongoing portfolio management, performance reporting, rebalancing, tax strategy, goal updates, plan updates, proactive check-ins.

Define

What matters most and what resources (5 capitals) you have available.

Design

A plan with cutting edge strategies to help you focus on what you can control.

Implement

The plan and execute the strategies.

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10 Questions You Should Ask Before You Retire

by David Schimberg & LiveWell Capital

For those considering it in their near future, we believe these 10 key questions are an essential starting point.

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A New Way to Think About Retirement

by Ben Beshear

Before I get into why I think retirement needs to be re-thought, it is worth looking at the history of retirement and how 65 became the established age as a societal norm in the first place.

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The 101 on Fortune 500 Compensation Plans

by Andy Scarpitti

Cincinnati is the home of eight Fortune 500 companies, which is exceptional for a city of our size. Compensation plans at these firms can be lucrative but also confusing.

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Our Happiest Clients Believe in Generosity

by Ben Beshear & LiveWell Capital 

If you are like us, 2020 has left you with more questions than answers, and it has certainly added a lot of chaos to our lives.

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Man with daughter on lap

Books to the Rescue: Teaching Your Children About Money

by John Brannon, PH.D., CFP

It's strange - even when it came to money, I didn't have the right words when it came to talking about money with my daughter.

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Good Financial Groundwork Takes Flexible Goals-Based Planning

by Brad Weeks

Clients come to an advisor with an idea of their ideal future and the advisor lays out the most efficient and effective plan to achieve the future. But what happens if a client doesn't know what future they want? 

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