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.
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.
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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.
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.