Charting What's Next
Our Philosophy
True wealth encompasses more than just financial assets, recognizing the importance of five key capitals: Financial, Physical, Intellectual, Relational, and Spiritual.
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.
Live with intention and meaning by pursuing a purpose-driven life that positively impacts you and the world around you.
Invest in meaningful relationships by dedicating time and energy to those who matter most, building deeper connections.
Optimize your physical and mental well-being to sustain peak performance and improve your overall quality of life.
Learn MoreAlign your work with your passions to achieve greater fulfillment, productivity, and long-term success.
Build a solid financial foundation that empowers you to create a lasting success and security.
Goals Based
Any money needed for shorter-term goals needs to be safe, secure, & relatively liquid (Cash & Cash Alternatives). Money that has a 5–10-year time horizon or longer should be in equities. We use goals to decide our allocation rather than market timing.
Diversified
Our approach includes a broad mix of asset classes—large cap, mid cap, small cap, international, and alternatives—to manage risk and optimize returns. Depending on portfolio size and other varying factors, such as time horizon and suitability, we may recommend mutual funds, ETFs, individual stocks, bonds, and occasionally private equity or other alternative investments*. The listed options are examples and can vary based on individual needs and circumstances.
Products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Advisors and professionals. Not all products and services are available in all states and not all Northwestern Mutual Financial Advisors offer Alternative Investments. All investments carry some level of risk, including loss of principal invested. No investment strategy can assure a profit and does not protect against loss in declining markets.
Tactical
We adjust our allocation by overweighting or underweighting asset classes based on in-depth research, strategically shifting as market conditions evolve.
All investments carry some level of risk, including loss of principal invested. No investment strategy can assure a profit and does not protect against loss in declining markets.
Tax-Efficient
We implement tax-efficient strategies, placing tax-inefficient assets in tax-deferred accounts and low-tax investments in taxable accounts. Through tax loss harvesting, we can capture losses for future tax benefits while maintaining market exposure. Charitable giving and estate planning strategies can help minimize taxes, to help ensure more wealth stays with your family and supports causes you care about.
Financial representatives do not render tax advice. Consult with a tax professional for advice that is specific to your situation.
Our Client Experience
Design
A plan with cutting edge strategies to help you focus on what you can control.
Our Perspectives and Updates
It all starts with a
conversation.