Who We Are

Our
Experience

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300+ Years of
Industry Experience

Stewardship of
Our Clients' Goals

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LiveWell Capital provides financial planning services to $1B+* in client assets

*as of September 2022

Clients
Nationwide

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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
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PRIVATE WEALTH MANAGEMENT

  • Stock option, RSU, & PSU Planning for Executives
  • Liquidity Event Planning
  • Accumulation & Decumulation Planning
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TRUST SOLUTIONS

  • NM Trust Program has 6 flexible trust partnerships (with multi state options)
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CHARITABLE SOLUTIONS

  • Donor Advised Funds (American Endowment Foundation)
  • Private Foundations (Foundation Source)
  • Charitable Trusts
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TAX STRATEGY

  • Tax Efficient investments
  • Tax Legislation monitoring
  • Life insurance consulting
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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.

Forbes Best-In-State Wealth Advisors 2022
Forbes Top Financial Security Professionals 2021
Forbes Best-In-State Top Financial Security Professionals 2022 badge