Empowering a Life Beyond Money

LiveWell Capital

If you are a seasoned fortune 500 executive or entrepreneur who wants to secure your financial future and live a fulfilling life, you need LiveWell Capital. We are a wealth management firm that specializes in helping clients across generations and industries achieve their financial and personal goals. We offer comprehensive and customized solutions for retirement planning, investment management, estate planning, philanthropic planning and tax strategies. We have the expertise and experience to help you grow your wealth, protect your legacy, and enjoy your life. You have worked too hard to get to this point, don’t settle for less than you deserve. We have offices strategically located in Cincinnati, Detroit, Washington DC, and San Francisco. Contact us today and discover how LiveWell Capital can help you live well today, tomorrow, and beyond.

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Our team is one of the best

Forbes has recognized David Schimberg as a Best-In-State Advisor for 2022. Ben Beshear was recognized by Forbes as a top financial professional in the country for 2021. Tek Wiegert and Andy Scarpitti have been recognized for 2022. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

We are thankful to Forbes for recognizing our firm comprised of Cincinnati financial advisors, Detroit financial advisors, Washington DC financial advisors and San Francisco financial advisors. This recognition reflects our unwavering commitment to delivering outstanding financial advisory services. As a trusted wealth management firm, we strive to help our clients achieve their financial goals. Partner with us and experience the expertise that has garnered Forbes' recognition.

LiveWell Capital has also been awarded with “Best Places to Work” by the Cincinnati Business Courier. We are honored that our team feels as loved as our clients do!

Forbes Best-In-State Wealth Advisors 2022
Forbes Top Financial Security Professionals 2021
Forbes Best-In-State Top Financial Security Professionals 2022 badge
Cincinnati Business Courier 2022 Best Places to Work

Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.

Forbes "Best-in-State Wealth Advisors" list (April 2022), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 6/30/2021.

Forbes Top Financial Security Professionals list (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021.

Forbes Top Financial Security Professionals list (October 2021). Research and ranking provided by SHOOK Research. Based upon 2020 Data.