Who We Are
Our
Experience
300+ Years of
Industry Experience
Stewardship of
Our Clients' Goals
LiveWell Capital provides financial planning services to $1B+* in client assets
*as of September 2022
Clients
Nationwide
Clients in
all 50 States
Experience you can trust
Our team has over 30 industry credentials & over 300 years of industry experience. You can relax knowing our team of advisors has you covered.
- 11 CFP®’s
- 7 ChFC®
- 7 RICP®’s
- 6 CLU®’s
- 3 WMCP®’s
- 2 CASL®’s
- 2 CLTC®’s
- 2 MBA’s
- 1 AWMA®
- 1 CIMA®
- 1 LUTCF®
- 1 LTCP
- 1 Ph.D.
- 1 CPA
PRIVATE WEALTH MANAGEMENT
- Stock option, RSU, & PSU Planning for Executives
- Liquidity Event Planning
- Accumulation & Decumulation Planning
TRUST SOLUTIONS
- NM Trust Program has 6 flexible trust partnerships (with multi state options)
CHARITABLE SOLUTIONS
- Donor Advised Funds (American Endowment Foundation)
- Private Foundations (Foundation Source)
- Charitable Trusts
TAX STRATEGY
- Tax Efficient investments
- Tax Legislation monitoring
- Life insurance consulting
LENDING SOLUTIONS
- Securities Based Lending
- Mortgage Alternatives
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.
