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:
- We all have wealth and resources beyond money.
- A sound plan is one that acknowledges your wealth beyond your balance sheet.
- There are five kinds of capital we all have in our lives.
- 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.
Why Choose LiveWell Capital?
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.
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